+586.2%
EWT vs GFI
+2,227.3%
-1,641.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.9% | +1.7% |
| 7D | -1.1% | -2.7% | +1.6% | -0.9% |
| 30D | +4.5% | +13.2% | -8.8% | +3.2% |
| 3M | +8.3% | +28.5% | -20.2% | +5.6% |
| 6M | +54.2% | -6.2% | +60.4% | +54.3% |
| YTD | +74.6% | +8.7% | +65.9% | +72.0% |
| 1Y | +84.9% | +24.8% | +60.1% | +79.4% |
| 3Y | +197.5% | +298.0% | -100.5% | +158.1% |
| 5Y | +150.6% | +546.0% | -395.4% | +104.7% |
| 10Y | +516.1% | +1,069.8% | -553.7% | +350.9% |
| All | +586.2% | +2,227.3% | -1,641.1% | +452.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded GFI 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling