+36.2%
EMB vs WPM
+749.7%
-713.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | -0.9% | -3.6% | +2.7% | -0.6% |
| 30D | +0.4% | +1.4% | -1.1% | +0.1% |
| 3M | -3.1% | -0.2% | -2.9% | -3.4% |
| 6M | -2.1% | -7.3% | +5.3% | -2.0% |
| YTD | -1.1% | +12.3% | -13.4% | -3.2% |
| 1Y | -0.1% | +24.9% | -25.0% | -3.2% |
| 3Y | +29.6% | +210.4% | -180.8% | +13.6% |
| 5Y | +7.2% | +210.4% | -203.2% | -7.1% |
| All | +36.2% | +749.7% | -713.5% | +6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling