+573.9%
EWT vs BBY
+468.7%
+105.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.6% |
| 7D | -1.1% | +0.7% | -1.8% | -1.2% |
| 30D | +4.8% | +5.8% | -1.0% | +3.4% |
| 3M | +11.1% | +18.0% | -6.9% | +6.9% |
| 6M | +54.6% | +39.8% | +14.8% | +42.6% |
| YTD | +71.4% | +35.4% | +36.0% | +58.6% |
| 1Y | +82.1% | +21.4% | +60.7% | +72.1% |
| 3Y | +193.2% | +39.5% | +153.7% | +162.8% |
| 5Y | +146.1% | -0.5% | +146.6% | +131.3% |
| 10Y | +505.0% | +240.0% | +265.0% | +317.0% |
| All | +573.9% | +468.7% | +105.2% | +217.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling