+55.2%
EWT vs BWA
+17.4%
+37.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.3% |
| 7D | -10.9% | -9.9% | -1.0% | -7.4% |
| 30D | -17.7% | -16.4% | -1.4% | -12.3% |
| 3M | -5.0% | -19.8% | +14.8% | +2.4% |
| 6M | +7.4% | -10.0% | +17.3% | +13.3% |
| YTD | +52.8% | +12.7% | +40.1% | +51.3% |
| 1Y | +55.2% | +15.7% | +39.5% | +52.8% |
| All | +55.2% | +17.4% | +37.8% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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