+84.9%
EWT vs TRI
-40.4%
+125.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +2.0% |
| 7D | -1.1% | -7.9% | +6.8% | -1.8% |
| 30D | +4.5% | -4.5% | +9.0% | +4.1% |
| 3M | +8.3% | +22.1% | -13.8% | +9.8% |
| 6M | +54.2% | -2.8% | +57.0% | +58.3% |
| YTD | +74.6% | -23.4% | +98.0% | +81.7% |
| 1Y | +84.9% | -41.5% | +126.4% | +96.0% |
| All | +84.9% | -40.4% | +125.3% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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