+452.3%
EWT vs KMB
+39.0%
+413.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.1% |
| 7D | +9.1% | +0.9% | +8.2% | +9.0% |
| 30D | -12.2% | +10.1% | -22.3% | -13.3% |
| 3M | -9.4% | 0.0% | -9.5% | -9.5% |
| 6M | +2.7% | +15.7% | -13.0% | +0.2% |
| YTD | +53.3% | +12.6% | +40.6% | +50.2% |
| 1Y | +59.2% | +10.1% | +49.0% | +56.4% |
| 3Y | +157.1% | +2.1% | +154.9% | +151.6% |
| 5Y | +119.6% | -0.7% | +120.3% | +114.4% |
| All | +452.3% | +39.0% | +413.3% | +389.1% |
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