+55.5%
EWT vs KMB
+8.6%
+46.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -3.1% |
| 7D | +13.2% | -3.0% | +16.2% | +12.7% |
| 30D | -14.3% | +9.1% | -23.3% | -13.6% |
| 3M | -8.4% | -0.4% | -8.0% | -8.2% |
| 6M | +3.7% | +13.0% | -9.3% | +3.6% |
| YTD | +53.1% | +10.3% | +42.7% | +56.2% |
| 1Y | +55.5% | +8.2% | +47.3% | +58.6% |
| All | +55.5% | +8.6% | +46.9% | +58.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling