+4,654.0%
AEM vs WCC
+1,758.7%
+2,895.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -1.7% |
| 7D | +4.3% | +8.5% | -4.2% | +3.4% |
| 30D | +13.1% | -1.0% | +14.1% | +13.2% |
| 3M | +24.8% | +2.1% | +22.7% | +24.3% |
| 6M | -8.2% | +36.8% | -45.1% | -11.4% |
| YTD | +19.8% | +47.7% | -27.9% | +14.7% |
| 1Y | +32.1% | +66.5% | -34.4% | +24.8% |
| 3Y | +348.2% | +134.2% | +214.0% | +300.9% |
| 5Y | +297.5% | +231.6% | +65.8% | +236.1% |
| 10Y | +343.3% | +508.1% | -164.8% | +233.1% |
| All | +4,654.0% | +1,758.7% | +2,895.3% | +3,466.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling