-49.3%
TE vs KWEB
-42.7%
-6.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.3% |
| 7D | +0.2% | -5.6% | +5.8% | +3.3% |
| 30D | -5.9% | -10.7% | +4.8% | 0.0% |
| 3M | -45.6% | -7.4% | -38.2% | -43.5% |
| 6M | -43.4% | -19.3% | -24.0% | -36.8% |
| YTD | -31.0% | -27.8% | -3.2% | -17.6% |
| 1Y | +145.2% | -35.9% | +181.2% | +212.7% |
| 3Y | -24.1% | -1.9% | -22.1% | -19.4% |
| All | -49.3% | -42.7% | -6.6% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling