+112.3%
EWT vs AMIX
-100.0%
+212.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | -11.7% | -16.0% | +4.3% | -11.6% |
| 30D | -23.2% | -55.4% | +32.2% | -22.8% |
| 3M | -12.5% | -87.5% | +75.0% | -11.5% |
| 6M | -5.9% | -81.2% | +75.3% | -6.8% |
| YTD | +40.5% | -86.8% | +127.3% | +38.9% |
| 1Y | +43.7% | -91.6% | +135.3% | +42.0% |
| All | +112.3% | -100.0% | +212.2% | +103.7% |
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