+192.2%
EWT vs BB
+62.2%
+130.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -2.1% |
| 7D | -1.1% | -2.1% | +1.0% | -0.8% |
| 30D | +4.8% | -16.0% | +20.8% | +7.5% |
| 3M | +11.1% | -14.5% | +25.7% | +12.8% |
| 6M | +54.6% | +118.6% | -63.9% | +36.2% |
| YTD | +71.4% | +98.9% | -27.5% | +52.9% |
| 1Y | +82.1% | +99.5% | -17.4% | +61.7% |
| All | +192.2% | +62.2% | +130.0% | +139.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling