+513.6%
EWT vs NDAQ
+368.2%
+145.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.0% |
| 7D | -1.1% | -5.6% | +4.4% | +0.8% |
| 30D | +4.5% | -4.4% | +8.8% | +6.0% |
| 3M | +8.3% | +5.9% | +2.4% | +5.3% |
| 6M | +54.2% | +7.7% | +46.5% | +48.7% |
| YTD | +74.6% | -5.2% | +79.7% | +75.6% |
| 1Y | +84.9% | -3.4% | +88.3% | +84.3% |
| 3Y | +197.5% | +85.6% | +111.9% | +129.3% |
| 5Y | +150.6% | +49.5% | +101.1% | +105.7% |
| All | +513.6% | +368.2% | +145.4% | +237.4% |
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