+84.9%
EWT vs NI
+4.4%
+80.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.8% |
| 7D | -1.1% | 0.0% | -1.2% | -1.1% |
| 30D | +4.5% | -1.4% | +5.8% | +4.6% |
| 3M | +8.3% | -10.6% | +18.8% | +9.1% |
| 6M | +54.2% | -9.3% | +63.6% | +54.7% |
| YTD | +74.6% | +1.1% | +73.4% | +71.3% |
| 1Y | +84.9% | +3.4% | +81.5% | +80.9% |
| All | +84.9% | +4.4% | +80.5% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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