+157.1%
EWT vs BIL
+13.8%
+143.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.3% |
| 7D | +9.1% | +0.1% | +9.0% | +9.5% |
| 30D | -12.2% | +0.3% | -12.6% | -10.5% |
| 3M | -9.4% | +1.0% | -10.4% | -3.6% |
| 6M | +2.7% | +1.9% | +0.8% | +16.7% |
| YTD | +53.3% | +3.2% | +50.1% | +81.4% |
| 1Y | +59.2% | +3.7% | +55.5% | +91.1% |
| 3Y | +157.1% | +13.8% | +143.3% | +130.5% |
| All | +157.1% | +13.8% | +143.3% | +130.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling