+55.2%
EWT vs BIL
+3.0%
+52.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -10.9% | -0.3% | -10.6% | -10.9% |
| 30D | -17.7% | 0.0% | -17.7% | -17.3% |
| 3M | -5.0% | +0.3% | -5.3% | +4.3% |
| 6M | +7.4% | +1.2% | +6.2% | +36.1% |
| YTD | +52.8% | +2.4% | +50.4% | +74.7% |
| 1Y | +55.2% | +3.0% | +52.2% | +47.7% |
| All | +55.2% | +3.0% | +52.2% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 1y: compounded portfolio wealth divided by compounded BIL 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…
1y analysis · Full analysis span regression · 6 months rolling