+36.9%
EMB vs WCC
+453.1%
-416.3%
-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 | +1.5% | -9.4% | +11.0% | +2.2% |
| 3M | -1.6% | -10.5% | +8.9% | -0.9% |
| 6M | -1.5% | -10.4% | +8.9% | -1.1% |
| YTD | -0.1% | +34.4% | -34.5% | -4.0% |
| 1Y | +0.5% | +27.7% | -27.1% | -3.0% |
| 3Y | +30.2% | +137.9% | -107.7% | +14.9% |
| 5Y | +8.6% | +147.0% | -138.5% | -6.8% |
| 10Y | +36.9% | +442.5% | -405.6% | -5.7% |
| All | +36.9% | +453.1% | -416.3% | -5.7% |
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