+55.2%
EWT vs BB
+88.0%
-32.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.0% | -8.2% | -2.4% |
| 7D | -10.9% | -6.8% | -4.1% | -9.8% |
| 30D | -17.7% | -3.5% | -14.2% | -17.4% |
| 3M | -5.0% | -1.2% | -3.8% | -5.4% |
| 6M | +7.4% | +57.0% | -49.6% | -0.5% |
| YTD | +52.8% | +131.1% | -78.3% | +29.8% |
| 1Y | +55.2% | +87.6% | -32.4% | +36.8% |
| All | +55.2% | +88.0% | -32.8% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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