+854.3%
EEM vs WCC
+9,976.3%
-9,122.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.9% | -2.0% | +0.6% |
| 7D | +2.3% | +4.5% | -2.1% | +0.8% |
| 30D | +4.5% | -5.8% | +10.3% | +6.4% |
| 3M | -0.1% | -3.7% | +3.6% | +0.7% |
| 6M | +16.9% | +23.1% | -6.1% | +8.1% |
| YTD | +26.2% | +44.2% | -17.9% | +10.4% |
| 1Y | +40.5% | +62.1% | -21.6% | +17.4% |
| 3Y | +86.2% | +121.1% | -34.9% | +30.9% |
| 5Y | +45.5% | +214.0% | -168.5% | -16.1% |
| 10Y | +128.6% | +472.8% | -344.2% | -10.3% |
| All | +854.3% | +9,976.3% | -9,122.1% | +117.5% |
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