+513.6%
EWT vs BB
+1.6%
+512.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.6% |
| 7D | -1.1% | -0.4% | -0.7% | -1.1% |
| 30D | +4.5% | -12.5% | +17.0% | +6.1% |
| 3M | +8.3% | -17.4% | +25.7% | +10.1% |
| 6M | +54.2% | +119.1% | -64.9% | +38.5% |
| YTD | +74.6% | +102.4% | -27.8% | +58.3% |
| 1Y | +84.9% | +98.2% | -13.3% | +67.4% |
| 3Y | +197.5% | +46.9% | +150.6% | +169.7% |
| 5Y | +150.6% | -26.4% | +177.0% | +137.1% |
| All | +513.6% | +1.6% | +512.0% | +374.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling