+502.6%
EWT vs GEN
+157.3%
+345.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.7% |
| 7D | -1.1% | -4.3% | +3.2% | -0.4% |
| 30D | +4.8% | +3.8% | +1.0% | +4.1% |
| 3M | +11.1% | +22.3% | -11.1% | +7.2% |
| 6M | +54.6% | +39.0% | +15.7% | +45.5% |
| YTD | +71.4% | +11.9% | +59.5% | +66.9% |
| 1Y | +82.1% | +4.5% | +77.6% | +79.1% |
| 3Y | +193.2% | +59.0% | +134.2% | +168.5% |
| 5Y | +146.1% | +22.0% | +124.1% | +130.4% |
| All | +502.6% | +157.3% | +345.3% | +371.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling