+289.8%
EEM vs WPM
+5,046.3%
-4,756.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +2.7% | -3.6% | +6.2% | +3.5% |
| 30D | -5.4% | +1.4% | -6.8% | -6.0% |
| 3M | -8.6% | -0.2% | -8.5% | -9.2% |
| 6M | -8.9% | -7.3% | -1.6% | -8.3% |
| YTD | +11.9% | +12.3% | -0.4% | +6.8% |
| 1Y | +13.1% | +24.9% | -11.8% | +5.0% |
| 3Y | +70.7% | +210.4% | -139.7% | +25.4% |
| 5Y | +31.8% | +210.4% | -178.6% | -5.1% |
| 10Y | +119.5% | +731.7% | -612.1% | +15.6% |
| All | +289.8% | +5,046.3% | -4,756.5% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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