+386.0%
WDC vs EWT
+82.5%
+303.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -1.9% | -0.7% |
| 7D | +4.4% | -1.1% | +5.5% | +6.3% |
| 30D | +5.3% | +4.8% | +0.5% | -1.3% |
| 3M | -5.9% | +11.1% | -17.1% | -17.3% |
| 6M | +73.2% | +54.6% | +18.6% | -4.9% |
| YTD | +167.8% | +71.4% | +96.4% | +25.0% |
| 1Y | +386.0% | +82.1% | +303.9% | +103.6% |
| All | +386.0% | +82.5% | +303.5% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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