+74.5%
EWT vs Q
+78.4%
-3.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.4% |
| 7D | +2.1% | +6.6% | -4.5% | -0.2% |
| 30D | +9.4% | -6.6% | +15.9% | +11.8% |
| 3M | +10.9% | -13.2% | +24.1% | +16.3% |
| 6M | +57.9% | +9.9% | +48.0% | +52.9% |
| YTD | +75.9% | +53.9% | +22.0% | +58.6% |
| All | +74.5% | +78.4% | -3.9% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling