+1,062.8%
EWT vs NDAQ
+2,627.5%
-1,564.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +9.1% | +1.3% | +7.9% | +8.8% |
| 30D | -12.2% | +18.0% | -30.2% | -16.2% |
| 3M | -9.4% | +11.5% | -20.9% | -12.3% |
| 6M | +2.7% | +21.1% | -18.4% | -3.4% |
| YTD | +53.3% | +12.8% | +40.5% | +46.5% |
| 1Y | +59.2% | +25.7% | +33.5% | +47.5% |
| 3Y | +157.1% | +116.8% | +40.3% | +103.7% |
| 5Y | +119.6% | +67.3% | +52.4% | +84.6% |
| 10Y | +446.9% | +473.3% | -26.4% | +224.3% |
| All | +1,062.8% | +2,627.5% | -1,564.7% | +423.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling