+84.9%
EWT vs NTR
+39.1%
+45.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | -1.1% | -1.3% | +0.2% | -1.2% |
| 30D | +4.5% | +16.8% | -12.3% | +5.1% |
| 3M | +8.3% | +20.7% | -12.5% | +8.9% |
| 6M | +54.2% | +0.5% | +53.7% | +55.1% |
| YTD | +74.6% | +29.2% | +45.4% | +71.9% |
| 1Y | +84.9% | +39.6% | +45.3% | +83.0% |
| All | +84.9% | +39.1% | +45.8% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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