+519.9%
EWT vs GEN
+1,097.9%
-578.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.1% | +3.7% | +5.3% |
| 7D | +3.2% | -0.8% | +4.0% | +3.4% |
| 30D | -12.3% | +31.2% | -43.5% | -18.1% |
| 3M | -3.6% | +6.1% | -9.7% | -6.1% |
| 6M | +3.1% | +38.1% | -35.0% | -6.2% |
| YTD | +57.7% | +14.4% | +43.3% | +49.1% |
| 1Y | +60.3% | +15.1% | +45.1% | +51.2% |
| 3Y | +163.4% | +68.5% | +94.8% | +124.2% |
| 5Y | +127.4% | +35.8% | +91.6% | +99.2% |
| 10Y | +462.7% | +155.4% | +307.3% | +289.7% |
| All | +519.9% | +1,097.9% | -578.0% | +142.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling