+513.6%
EWT vs BEN
+56.6%
+457.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.8% |
| 7D | -1.1% | -3.1% | +2.0% | -0.2% |
| 30D | +4.5% | +0.2% | +4.3% | +4.4% |
| 3M | +8.3% | +6.8% | +1.4% | +6.1% |
| 6M | +54.2% | +38.1% | +16.1% | +40.2% |
| YTD | +74.6% | +44.3% | +30.2% | +56.3% |
| 1Y | +84.9% | +42.6% | +42.3% | +65.8% |
| 3Y | +197.5% | +52.3% | +145.2% | +156.1% |
| 5Y | +150.6% | +37.6% | +112.9% | +117.1% |
| All | +513.6% | +56.6% | +457.0% | +410.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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