+91.3%
EWT vs WM
+0.6%
+90.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.9% |
| 7D | +1.6% | -0.9% | +2.5% | +1.2% |
| 30D | +8.2% | -4.3% | +12.5% | +5.7% |
| 3M | +11.1% | +0.8% | +10.3% | +11.4% |
| 6M | +60.4% | -10.8% | +71.2% | +58.4% |
| YTD | +75.6% | -0.1% | +75.6% | +76.2% |
| 1Y | +91.3% | +1.0% | +90.3% | +92.5% |
| All | +91.3% | +0.6% | +90.7% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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