+119.0%
EWT vs BEN
+28.2%
+90.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +9.1% | +6.8% | +2.3% | +6.5% |
| 30D | -12.2% | +18.0% | -30.2% | -17.4% |
| 3M | -9.4% | +7.5% | -16.9% | -11.8% |
| 6M | +2.7% | +14.7% | -12.1% | -2.4% |
| YTD | +53.3% | +56.1% | -2.8% | +30.2% |
| 1Y | +59.2% | +69.6% | -10.4% | +31.2% |
| 3Y | +157.1% | +87.7% | +69.4% | +97.3% |
| All | +119.0% | +28.2% | +90.8% | +84.8% |
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