+55.2%
EWT vs LYB
+47.4%
+7.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.7% | +3.5% | -1.9% |
| 7D | -10.9% | -6.2% | -4.7% | -11.6% |
| 30D | -17.7% | +6.3% | -24.0% | -16.9% |
| 3M | -5.0% | +4.1% | -9.1% | -4.2% |
| 6M | +7.4% | -15.5% | +22.8% | +6.7% |
| YTD | +52.8% | +50.2% | +2.6% | +44.0% |
| 1Y | +55.2% | +50.6% | +4.6% | +46.1% |
| All | +55.2% | +47.4% | +7.8% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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