+55.2%
EWT vs WU
-18.0%
+73.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.7% | -1.0% |
| 7D | -10.9% | +8.2% | -19.1% | -10.6% |
| 30D | -17.7% | +8.0% | -25.8% | -17.5% |
| 3M | -5.0% | -6.6% | +1.6% | -5.0% |
| 6M | +7.4% | -23.3% | +30.6% | +6.7% |
| YTD | +52.8% | -22.4% | +75.2% | +51.8% |
| 1Y | +55.2% | -18.0% | +73.2% | +54.0% |
| All | +55.2% | -18.0% | +73.2% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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