+594.1%
EWT vs KMB
+383.7%
+210.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.4% |
| 7D | +4.0% | -3.0% | +7.0% | +4.9% |
| 30D | +10.3% | -5.5% | +15.8% | +12.2% |
| 3M | +6.1% | +14.0% | -7.9% | +0.8% |
| 6M | +56.6% | +4.1% | +52.5% | +53.2% |
| YTD | +76.6% | +8.0% | +68.5% | +70.4% |
| 1Y | +97.9% | -13.7% | +111.6% | +104.3% |
| 3Y | +198.0% | -5.9% | +203.9% | +193.0% |
| 5Y | +151.8% | -8.6% | +160.4% | +146.5% |
| 10Y | +514.1% | +17.3% | +496.9% | +418.3% |
| All | +594.1% | +383.7% | +210.4% | +233.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling