+1,344.7%
EME vs WCC
+541.6%
+803.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.7% | +0.6% | +2.8% |
| 7D | +3.5% | +1.5% | +2.0% | +2.9% |
| 30D | -6.3% | -2.1% | -4.2% | -5.6% |
| 3M | -3.8% | +3.8% | -7.6% | -5.0% |
| 6M | +8.5% | +35.0% | -26.5% | -3.3% |
| YTD | +27.8% | +46.4% | -18.6% | +10.2% |
| 1Y | +22.2% | +63.0% | -40.8% | 0.0% |
| 3Y | +253.5% | +133.9% | +119.5% | +141.6% |
| 5Y | +578.6% | +226.5% | +352.1% | +283.9% |
| All | +1,344.7% | +541.6% | +803.0% | +483.0% |
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