+782.1%
EWT vs UUUU
-92.0%
+874.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +2.1% | +1.8% | +0.3% | +2.0% |
| 30D | +9.4% | +1.8% | +7.6% | +9.1% |
| 3M | +10.9% | +1.3% | +9.6% | +10.6% |
| 6M | +57.9% | -26.8% | +84.7% | +60.5% |
| YTD | +75.9% | +0.1% | +75.8% | +73.9% |
| 1Y | +89.7% | +11.2% | +78.5% | +84.4% |
| 3Y | +200.9% | +97.7% | +103.2% | +174.6% |
| 5Y | +154.5% | +127.3% | +27.2% | +124.6% |
| 10Y | +520.8% | +532.6% | -11.8% | +381.8% |
| All | +782.1% | -92.0% | +874.0% | +607.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 all: compounded portfolio wealth divided by compounded UUUU 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…
all analysis · Full analysis span regression · 6 months rolling