+0.6%
EMB vs WPM
+38.8%
-38.2%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.0% | -11.0% | +0.4% |
| 7D | +0.7% | +3.9% | -3.2% | +0.5% |
| 30D | +2.3% | -3.5% | +5.8% | +2.4% |
| 3M | -2.5% | +14.1% | -16.6% | -3.3% |
| 6M | -1.1% | +6.2% | -7.3% | -1.6% |
| YTD | -0.6% | +12.4% | -13.0% | -1.1% |
| 1Y | +0.6% | +40.0% | -39.3% | -0.5% |
| All | +0.6% | +38.8% | -38.2% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling