+502.6%
EWT vs KMB
+15.0%
+487.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | -1.1% | -7.7% | +6.6% | -0.1% |
| 30D | +4.8% | -8.2% | +13.0% | +5.9% |
| 3M | +11.1% | -1.9% | +13.0% | +11.0% |
| 6M | +54.6% | -0.7% | +55.3% | +54.0% |
| YTD | +71.4% | +1.4% | +70.1% | +70.2% |
| 1Y | +82.1% | -19.1% | +101.2% | +86.5% |
| 3Y | +193.2% | -12.6% | +205.8% | +193.6% |
| 5Y | +146.1% | -12.7% | +158.7% | +144.6% |
| All | +502.6% | +15.0% | +487.6% | +459.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 10y: compounded portfolio wealth divided by compounded KMB 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…
10y analysis · Full analysis span regression · 6 months rolling