+154.5%
EWT vs GEN
+20.0%
+134.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +2.1% | -2.9% | +5.0% | +2.7% |
| 30D | +9.4% | +2.1% | +7.3% | +8.8% |
| 3M | +10.9% | +19.7% | -8.8% | +6.4% |
| 6M | +57.9% | +33.3% | +24.7% | +47.3% |
| YTD | +75.9% | +11.1% | +64.8% | +70.5% |
| 1Y | +89.7% | +3.0% | +86.7% | +86.8% |
| 3Y | +200.9% | +57.9% | +143.0% | +168.5% |
| 5Y | +154.5% | +20.6% | +133.9% | +135.5% |
| All | +154.5% | +20.0% | +134.5% | +135.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling