+149.4%
EWT vs SPXU
-86.1%
+235.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +1.0% |
| 7D | -1.1% | +2.5% | -3.6% | -0.3% |
| 30D | +4.5% | +4.2% | +0.3% | +6.0% |
| 3M | +8.3% | -9.3% | +17.5% | +6.1% |
| 6M | +54.2% | -30.7% | +84.9% | +41.6% |
| YTD | +74.6% | -28.1% | +102.7% | +62.9% |
| 1Y | +84.9% | -35.2% | +120.1% | +68.9% |
| 3Y | +197.5% | -79.9% | +277.5% | +115.1% |
| All | +149.4% | -86.1% | +235.6% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling