+197.5%
EWT vs DOW
-36.3%
+233.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.1% |
| 7D | -1.1% | -1.4% | +0.3% | -1.0% |
| 30D | +4.5% | -3.9% | +8.4% | +4.9% |
| 3M | +8.3% | -12.7% | +20.9% | +10.3% |
| 6M | +54.2% | -13.7% | +67.9% | +55.1% |
| YTD | +74.6% | +28.4% | +46.2% | +58.1% |
| 1Y | +84.9% | +21.8% | +63.1% | +68.9% |
| 3Y | +197.5% | -35.7% | +233.2% | +221.6% |
| All | +197.5% | -36.3% | +233.8% | +221.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling