+513.6%
EWT vs SU
+267.2%
+246.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +2.0% | +1.9% |
| 7D | -1.1% | +2.2% | -3.4% | -1.6% |
| 30D | +4.5% | +8.4% | -4.0% | +2.6% |
| 3M | +8.3% | +12.1% | -3.8% | +5.3% |
| 6M | +54.2% | +19.7% | +34.6% | +47.0% |
| YTD | +74.6% | +58.4% | +16.2% | +56.0% |
| 1Y | +84.9% | +67.2% | +17.7% | +63.0% |
| 3Y | +197.5% | +125.0% | +72.5% | +142.4% |
| 5Y | +150.6% | +355.1% | -204.5% | +69.3% |
| All | +513.6% | +267.2% | +246.4% | +316.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling