+15,210.9%
EME vs WCC
+1,713.7%
+13,497.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.9% | -2.1% | +0.4% |
| 7D | +1.9% | +4.5% | -2.6% | +0.4% |
| 30D | -8.3% | -5.8% | -2.5% | -6.4% |
| 3M | -10.7% | -3.7% | -7.1% | -9.4% |
| 6M | +1.9% | +23.1% | -21.2% | -4.9% |
| YTD | +23.5% | +44.2% | -20.7% | +9.1% |
| 1Y | +18.0% | +62.1% | -44.1% | -0.7% |
| 3Y | +236.1% | +121.1% | +115.0% | +146.4% |
| 5Y | +527.9% | +214.0% | +313.9% | +291.2% |
| 10Y | +1,252.8% | +472.8% | +780.0% | +531.3% |
| All | +15,210.9% | +1,713.7% | +13,497.1% | +4,862.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling