+55.2%
EWT vs SU
+88.1%
-32.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -1.8% |
| 7D | -10.9% | -7.1% | -3.8% | -11.8% |
| 30D | -17.7% | +4.8% | -22.5% | -16.9% |
| 3M | -5.0% | +12.5% | -17.5% | -3.0% |
| 6M | +7.4% | +6.5% | +0.9% | +9.7% |
| YTD | +52.8% | +65.8% | -13.0% | +49.1% |
| 1Y | +55.2% | +86.2% | -31.0% | +48.5% |
| All | +55.2% | +88.1% | -32.9% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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