+197.5%
EWT vs INDA
+7.9%
+189.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.9% | +1.1% |
| 7D | -1.1% | -2.7% | +1.6% | +1.1% |
| 30D | +4.5% | -2.8% | +7.2% | +6.8% |
| 3M | +8.3% | +1.6% | +6.6% | +7.0% |
| 6M | +54.2% | -1.4% | +55.7% | +56.0% |
| YTD | +74.6% | -10.1% | +84.7% | +88.3% |
| 1Y | +84.9% | -8.8% | +93.7% | +97.1% |
| 3Y | +197.5% | +7.6% | +189.9% | +169.6% |
| All | +197.5% | +7.9% | +189.7% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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