+502.5%
EWT vs GEN
+1,088.5%
-586.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.4% |
| 7D | +9.1% | +2.0% | +7.1% | +8.6% |
| 30D | -12.2% | +27.7% | -40.0% | -17.5% |
| 3M | -9.4% | +3.3% | -12.7% | -11.2% |
| 6M | +2.7% | +31.8% | -29.1% | -5.5% |
| YTD | +53.3% | +13.5% | +39.8% | +45.2% |
| 1Y | +59.2% | +16.0% | +43.1% | +49.9% |
| 3Y | +157.1% | +70.6% | +86.5% | +118.2% |
| 5Y | +119.6% | +32.1% | +87.5% | +93.6% |
| 10Y | +446.9% | +153.4% | +293.5% | +279.4% |
| All | +502.5% | +1,088.5% | -586.0% | +135.8% |
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 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