+301.0%
AEM vs WCC
+228.2%
+72.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.5% |
| 7D | +3.0% | +6.8% | -3.8% | +2.0% |
| 30D | +12.5% | -3.0% | +15.5% | +12.9% |
| 3M | +26.9% | +0.2% | +26.7% | +26.5% |
| 6M | -9.4% | +33.2% | -42.6% | -12.8% |
| YTD | +20.3% | +45.8% | -25.5% | +14.6% |
| 1Y | +33.8% | +68.4% | -34.6% | +25.8% |
| 3Y | +349.8% | +131.1% | +218.7% | +302.8% |
| 5Y | +301.0% | +225.6% | +75.4% | +251.2% |
| All | +301.0% | +228.2% | +72.8% | +251.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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