+199.2%
EWT vs GEN
+57.9%
+141.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.2% | 0.0% |
| 7D | +1.6% | -0.7% | +2.3% | +1.7% |
| 30D | +8.2% | +2.6% | +5.6% | +7.5% |
| 3M | +11.1% | +15.8% | -4.7% | +7.3% |
| 6M | +60.4% | +33.1% | +27.3% | +49.0% |
| YTD | +75.6% | +11.3% | +64.3% | +70.4% |
| 1Y | +91.3% | +1.7% | +89.7% | +90.1% |
| All | +199.2% | +57.9% | +141.3% | +165.7% |
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