+146.1%
EWT vs DOW
-36.0%
+182.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.4% | -2.7% |
| 7D | -1.1% | -2.4% | +1.3% | -0.7% |
| 30D | +4.8% | -4.1% | +8.9% | +5.5% |
| 3M | +11.1% | -12.4% | +23.6% | +13.9% |
| 6M | +54.6% | -10.6% | +65.3% | +55.0% |
| YTD | +71.4% | +31.1% | +40.4% | +52.6% |
| 1Y | +82.1% | +30.5% | +51.6% | +61.1% |
| 3Y | +193.2% | -34.4% | +227.6% | +219.8% |
| 5Y | +146.1% | -35.5% | +181.6% | +165.9% |
| All | +146.1% | -36.0% | +182.1% | +165.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling