+520.8%
EWT vs PLUG
+48.6%
+472.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +0.5% |
| 7D | +2.1% | +3.8% | -1.7% | +1.8% |
| 30D | +9.4% | +2.8% | +6.5% | +9.1% |
| 3M | +10.9% | -25.4% | +36.3% | +13.2% |
| 6M | +57.9% | -0.5% | +58.4% | +57.1% |
| YTD | +75.9% | +10.2% | +65.8% | +72.5% |
| 1Y | +89.7% | +53.9% | +35.8% | +79.0% |
| 3Y | +200.9% | -72.7% | +273.6% | +199.3% |
| 5Y | +154.5% | -91.4% | +245.9% | +166.2% |
| 10Y | +520.8% | +58.4% | +462.4% | +414.8% |
| All | +520.8% | +48.6% | +472.2% | +414.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PLUG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling