+611.3%
EWT vs KMI
+107.5%
+503.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.7% |
| 7D | +2.1% | -1.8% | +3.9% | +2.6% |
| 30D | +9.4% | +0.1% | +9.3% | +9.2% |
| 3M | +10.9% | +1.2% | +9.7% | +10.1% |
| 6M | +57.9% | -3.9% | +61.9% | +58.7% |
| YTD | +75.9% | +17.5% | +58.4% | +66.5% |
| 1Y | +89.7% | +22.6% | +67.1% | +77.0% |
| 3Y | +200.9% | +116.3% | +84.6% | +135.4% |
| 5Y | +154.5% | +157.6% | -3.1% | +87.7% |
| 10Y | +520.8% | +136.6% | +384.2% | +345.0% |
| All | +611.3% | +107.5% | +503.8% | +392.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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