+55.2%
EWT vs BBWI
+2.4%
+52.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.1% | -5.3% | -1.4% |
| 7D | -10.9% | +8.8% | -19.7% | -11.3% |
| 30D | -17.7% | +34.8% | -52.6% | -19.4% |
| 3M | -5.0% | +12.9% | -17.9% | -5.7% |
| 6M | +7.4% | +29.6% | -22.2% | +4.6% |
| YTD | +52.8% | +20.8% | +32.0% | +50.0% |
| 1Y | +55.2% | +4.1% | +51.1% | +53.3% |
| All | +55.2% | +2.4% | +52.8% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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