+146.1%
EWT vs BEN
+36.2%
+109.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.1% |
| 7D | -1.1% | +0.3% | -1.4% | -1.2% |
| 30D | +4.8% | +0.9% | +3.9% | +4.4% |
| 3M | +11.1% | +9.2% | +2.0% | +7.7% |
| 6M | +54.6% | +36.8% | +17.9% | +38.6% |
| YTD | +71.4% | +44.4% | +27.1% | +50.5% |
| 1Y | +82.1% | +45.8% | +36.3% | +59.0% |
| 3Y | +193.2% | +52.5% | +140.7% | +144.9% |
| 5Y | +146.1% | +37.7% | +108.4% | +103.5% |
| All | +146.1% | +36.2% | +109.8% | +103.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling