-53.1%
TE vs KWEB
-44.6%
-8.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.4% |
| 7D | +0.2% | -5.6% | +5.8% | +2.7% |
| 30D | -5.9% | -10.7% | +4.8% | -1.1% |
| 3M | -45.6% | -7.4% | -38.2% | -43.9% |
| 6M | -43.4% | -19.3% | -24.0% | -38.0% |
| YTD | -31.0% | -27.8% | -3.2% | -20.2% |
| 1Y | +145.2% | -35.9% | +181.2% | +199.1% |
| 3Y | -24.1% | -1.9% | -22.1% | -19.6% |
| 5Y | -48.1% | -43.2% | -5.0% | -41.8% |
| All | -53.1% | -44.6% | -8.5% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 10y: compounded portfolio wealth divided by compounded KWEB 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…
10y analysis · Full analysis span regression · 6 months rolling