+97.9%
EWT vs DOW
+30.0%
+67.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +1.8% |
| 7D | +4.0% | -2.4% | +6.4% | +3.9% |
| 30D | +10.3% | +0.4% | +9.9% | +10.3% |
| 3M | +6.1% | -14.4% | +20.5% | +6.7% |
| 6M | +56.6% | -7.0% | +63.6% | +53.7% |
| YTD | +76.6% | +30.2% | +46.4% | +62.7% |
| 1Y | +97.9% | +29.2% | +68.7% | +79.8% |
| All | +97.9% | +30.0% | +67.8% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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