+55.2%
EWT vs AMIX
-92.3%
+147.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -1.2% |
| 7D | -10.9% | -25.1% | +14.2% | -10.7% |
| 30D | -17.7% | -54.5% | +36.8% | -17.2% |
| 3M | -5.0% | -91.7% | +86.7% | -3.2% |
| 6M | +7.4% | -79.4% | +86.8% | +8.5% |
| YTD | +52.8% | -86.1% | +138.9% | +53.1% |
| 1Y | +55.2% | -91.6% | +146.8% | +54.4% |
| All | +55.2% | -92.3% | +147.5% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling