+84.9%
EWT vs PSX
+103.3%
-18.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.5% | +1.9% |
| 7D | -1.1% | +1.7% | -2.8% | -1.0% |
| 30D | +4.5% | +15.6% | -11.2% | +5.7% |
| 3M | +8.3% | +46.5% | -38.2% | +12.0% |
| 6M | +54.2% | +55.0% | -0.8% | +58.5% |
| YTD | +74.6% | +105.3% | -30.7% | +72.2% |
| 1Y | +84.9% | +101.6% | -16.7% | +81.2% |
| All | +84.9% | +103.3% | -18.4% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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