+749.3%
EEM vs WEC
+1,808.3%
-1,059.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +5.3% | -0.7% | +6.0% | +5.7% |
| 30D | -7.0% | +11.0% | -18.0% | -11.9% |
| 3M | -8.0% | +8.6% | -16.6% | -12.1% |
| 6M | -6.6% | +6.2% | -12.8% | -10.3% |
| YTD | +12.3% | +14.3% | -2.0% | +3.6% |
| 1Y | +12.2% | +8.4% | +3.8% | +6.2% |
| 3Y | +71.2% | +62.9% | +8.4% | +27.8% |
| 5Y | +32.2% | +55.8% | -23.6% | -2.6% |
| 10Y | +120.3% | +193.2% | -72.9% | -13.8% |
| All | +749.3% | +1,808.3% | -1,059.1% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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