+149.4%
EWT vs BBY
+1.5%
+147.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.2% | +1.2% |
| 7D | -1.1% | +0.6% | -1.7% | -1.3% |
| 30D | +4.5% | +9.4% | -4.9% | +2.4% |
| 3M | +8.3% | +19.3% | -11.1% | +4.0% |
| 6M | +54.2% | +47.9% | +6.3% | +40.7% |
| YTD | +74.6% | +39.6% | +35.0% | +60.7% |
| 1Y | +84.9% | +22.2% | +62.7% | +75.2% |
| 3Y | +197.5% | +45.0% | +152.6% | +162.3% |
| All | +149.4% | +1.5% | +147.9% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling