+59.2%
EWT vs URA
-29.3%
+88.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.8% |
| 7D | +9.1% | -1.5% | +10.7% | +10.0% |
| 30D | -12.2% | -10.4% | -1.8% | -7.9% |
| 3M | -9.4% | -29.6% | +20.2% | +3.8% |
| 6M | +2.7% | -40.3% | +42.9% | +23.2% |
| YTD | +53.3% | -25.5% | +78.8% | +73.9% |
| 1Y | +59.2% | -26.4% | +85.6% | +80.4% |
| All | +59.2% | -29.3% | +88.5% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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