+594.1%
EWT vs GEN
+1,098.3%
-504.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.0% | +2.4% |
| 7D | +4.0% | -1.2% | +5.2% | +4.2% |
| 30D | +10.3% | +10.1% | +0.2% | +7.7% |
| 3M | +6.1% | +16.1% | -10.0% | +1.8% |
| 6M | +56.6% | +38.9% | +17.8% | +43.3% |
| YTD | +76.6% | +14.4% | +62.1% | +68.7% |
| 1Y | +97.9% | +5.9% | +92.0% | +92.4% |
| 3Y | +198.0% | +58.8% | +139.2% | +159.6% |
| 5Y | +151.8% | +24.7% | +127.1% | +127.3% |
| 10Y | +514.1% | +163.1% | +351.1% | +326.2% |
| All | +594.1% | +1,098.3% | -504.2% | +174.1% |
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