+154.5%
EWT vs NDAQ
+52.5%
+102.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | +2.1% | -1.6% | +3.7% | +2.6% |
| 30D | +9.4% | -1.5% | +10.8% | +9.8% |
| 3M | +10.9% | +8.0% | +2.8% | +7.7% |
| 6M | +57.9% | +7.7% | +50.2% | +53.1% |
| YTD | +75.9% | -2.3% | +78.3% | +75.8% |
| 1Y | +89.7% | +0.6% | +89.1% | +87.2% |
| 3Y | +200.9% | +90.9% | +110.0% | +133.6% |
| 5Y | +154.5% | +52.5% | +102.0% | +104.1% |
| All | +154.5% | +52.5% | +102.0% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling