+199.8%
EWT vs IBN
+25.8%
+174.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.7% |
| 7D | +2.1% | -5.1% | +7.2% | +3.8% |
| 30D | +9.4% | -3.5% | +12.9% | +10.5% |
| 3M | +10.9% | +11.3% | -0.4% | +6.9% |
| 6M | +57.9% | +4.4% | +53.5% | +54.8% |
| YTD | +75.9% | -1.8% | +77.7% | +75.3% |
| 1Y | +89.7% | -8.0% | +97.7% | +91.7% |
| All | +199.8% | +25.8% | +174.0% | +181.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling