+452.3%
EWT vs NDAQ
+471.8%
-19.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +9.1% | +1.3% | +7.9% | +8.7% |
| 30D | -12.2% | +18.0% | -30.2% | -17.1% |
| 3M | -9.4% | +11.5% | -20.9% | -12.9% |
| 6M | +2.7% | +21.1% | -18.4% | -4.7% |
| YTD | +53.3% | +12.8% | +40.5% | +45.2% |
| 1Y | +59.2% | +25.7% | +33.5% | +44.6% |
| 3Y | +157.1% | +116.8% | +40.3% | +88.2% |
| 5Y | +119.6% | +67.3% | +52.4% | +74.0% |
| All | +452.3% | +471.8% | -19.5% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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