+746.2%
EEM vs WCC
+9,139.1%
-8,392.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.2% |
| 7D | +2.7% | +9.9% | -7.3% | -0.5% |
| 30D | -5.4% | -8.4% | +3.1% | -3.2% |
| 3M | -8.6% | -10.3% | +1.7% | -6.2% |
| 6M | -8.9% | -10.5% | +1.6% | -6.8% |
| YTD | +11.9% | +32.2% | -20.2% | -0.1% |
| 1Y | +13.1% | +25.5% | -12.5% | +2.5% |
| 3Y | +70.7% | +134.7% | -64.0% | +16.9% |
| 5Y | +31.8% | +139.9% | -108.2% | -16.8% |
| 10Y | +119.5% | +433.5% | -313.9% | -12.1% |
| All | +746.2% | +9,139.1% | -8,392.9% | +96.9% |
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