+55.2%
EWT vs BLK
+17.9%
+37.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -3.2% |
| 7D | -10.9% | +5.7% | -16.6% | -12.8% |
| 30D | -17.7% | +14.8% | -32.5% | -22.1% |
| 3M | -5.0% | +8.8% | -13.8% | -8.2% |
| 6M | +7.4% | +17.6% | -10.2% | +0.6% |
| YTD | +52.8% | +16.3% | +36.5% | +40.9% |
| 1Y | +55.2% | +18.0% | +37.2% | +42.1% |
| All | +55.2% | +17.9% | +37.3% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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