+164.5%
EWT vs GEN
+69.2%
+95.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.1% | +3.7% | +5.6% |
| 7D | +3.2% | -0.8% | +4.0% | +3.3% |
| 30D | -12.3% | +31.2% | -43.5% | -15.8% |
| 3M | -3.6% | +6.1% | -9.7% | -4.3% |
| 6M | +3.1% | +38.1% | -35.0% | -4.2% |
| YTD | +57.7% | +14.4% | +43.3% | +53.2% |
| 1Y | +60.3% | +15.1% | +45.1% | +55.3% |
| All | +164.5% | +69.2% | +95.3% | +124.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling