+513.6%
EWT vs BUD
-22.3%
+535.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.6% |
| 7D | -1.1% | -2.6% | +1.5% | -0.4% |
| 30D | +4.5% | -1.2% | +5.7% | +4.8% |
| 3M | +8.3% | -4.9% | +13.2% | +9.4% |
| 6M | +54.2% | +9.3% | +45.0% | +49.3% |
| YTD | +74.6% | +24.0% | +50.6% | +62.6% |
| 1Y | +84.9% | +34.5% | +50.4% | +67.8% |
| 3Y | +197.5% | +43.7% | +153.9% | +160.5% |
| 5Y | +150.6% | +46.0% | +104.6% | +114.8% |
| All | +513.6% | -22.3% | +535.9% | +481.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling