+13.1%
EEM vs WU
-15.0%
+28.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.3% |
| 7D | +2.7% | -2.0% | +4.7% | +2.6% |
| 30D | -5.4% | +11.4% | -16.8% | -5.5% |
| 3M | -8.6% | -6.8% | -1.8% | -8.5% |
| 6M | -8.9% | -14.6% | +5.7% | -9.3% |
| YTD | +11.9% | -20.6% | +32.6% | +12.0% |
| 1Y | +13.1% | -15.4% | +28.4% | +12.3% |
| All | +13.1% | -15.0% | +28.1% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling