+131.7%
EWT vs AMIX
-100.0%
+231.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.1% |
| 7D | +9.1% | -9.9% | +19.0% | +9.2% |
| 30D | -12.2% | -52.8% | +40.5% | -11.8% |
| 3M | -9.4% | -80.0% | +70.6% | -8.6% |
| 6M | +2.7% | -80.2% | +82.9% | +1.8% |
| YTD | +53.3% | -88.1% | +141.4% | +51.6% |
| 1Y | +59.2% | -91.1% | +150.2% | +57.4% |
| All | +131.7% | -100.0% | +231.6% | +122.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling