+36.3%
EMB vs WCC
+453.1%
-416.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -0.2% |
| 7D | -0.4% | +3.3% | -3.7% | -0.8% |
| 30D | +1.1% | -9.4% | +10.5% | +1.8% |
| 3M | -2.0% | -10.5% | +8.5% | -1.3% |
| 6M | -1.9% | -10.4% | +8.5% | -1.5% |
| YTD | -0.5% | +34.4% | -34.9% | -4.5% |
| 1Y | +0.1% | +27.7% | -27.6% | -3.5% |
| 3Y | +29.7% | +137.9% | -108.3% | +14.4% |
| 5Y | +8.1% | +147.0% | -138.9% | -7.2% |
| 10Y | +36.3% | +442.5% | -406.2% | -6.1% |
| All | +36.3% | +453.1% | -416.9% | -6.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling