+197.5%
EWT vs WU
-28.7%
+226.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.8% |
| 7D | -1.1% | -3.5% | +2.3% | -0.7% |
| 30D | +4.5% | -2.9% | +7.4% | +4.8% |
| 3M | +8.3% | -2.3% | +10.5% | +7.0% |
| 6M | +54.2% | -25.4% | +79.6% | +59.8% |
| YTD | +74.6% | -21.2% | +95.8% | +78.7% |
| 1Y | +84.9% | -8.9% | +93.8% | +82.7% |
| 3Y | +197.5% | -29.0% | +226.5% | +203.4% |
| All | +197.5% | -28.7% | +226.3% | +203.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling