+70.1%
EWT vs Q
+75.4%
-5.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.9% |
| 7D | -1.1% | +4.1% | -5.2% | -2.5% |
| 30D | +4.8% | -10.7% | +15.5% | +9.0% |
| 3M | +11.1% | -11.7% | +22.8% | +16.1% |
| 6M | +54.6% | +8.3% | +46.3% | +50.5% |
| YTD | +71.4% | +51.3% | +20.1% | +55.6% |
| All | +70.1% | +75.4% | -5.3% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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