+594.1%
EWT vs BEN
+633.8%
-39.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.5% | -1.7% | +0.4% |
| 7D | +4.0% | +0.2% | +3.7% | +3.8% |
| 30D | +10.3% | -0.5% | +10.8% | +10.5% |
| 3M | +6.1% | +9.7% | -3.6% | +1.9% |
| 6M | +56.6% | +33.9% | +22.7% | +38.1% |
| YTD | +76.6% | +49.0% | +27.6% | +48.4% |
| 1Y | +97.9% | +42.1% | +55.7% | +69.0% |
| 3Y | +198.0% | +51.9% | +146.1% | +139.4% |
| 5Y | +151.8% | +39.0% | +112.7% | +102.7% |
| 10Y | +514.1% | +57.9% | +456.3% | +315.7% |
| All | +594.1% | +633.8% | -39.7% | +100.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling