+84.9%
EWT vs BWA
+55.6%
+29.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.4% | +1.3% |
| 7D | -1.1% | -1.3% | +0.2% | -0.7% |
| 30D | +4.5% | -2.9% | +7.4% | +5.4% |
| 3M | +8.3% | -10.7% | +19.0% | +11.9% |
| 6M | +54.2% | +26.5% | +27.8% | +45.3% |
| YTD | +74.6% | +49.1% | +25.5% | +58.0% |
| 1Y | +84.9% | +52.1% | +32.8% | +66.9% |
| All | +84.9% | +55.6% | +29.3% | +66.9% |
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