+55.2%
EWT vs BNY
+45.2%
+10.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -2.2% |
| 7D | -10.9% | +2.8% | -13.7% | -12.0% |
| 30D | -17.7% | +6.7% | -24.4% | -20.0% |
| 3M | -5.0% | -2.2% | -2.8% | -4.0% |
| 6M | +7.4% | +16.8% | -9.4% | +0.6% |
| YTD | +52.8% | +33.9% | +18.9% | +31.7% |
| 1Y | +55.2% | +43.9% | +11.3% | +26.1% |
| All | +55.2% | +45.2% | +10.0% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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