+22.2%
EME vs WPM
+46.6%
-24.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.1% | +2.2% | +3.9% |
| 7D | +3.5% | -0.6% | +4.1% | +3.6% |
| 30D | -6.3% | +14.4% | -20.7% | -9.3% |
| 3M | -3.8% | +37.0% | -40.7% | -10.9% |
| 6M | +8.5% | +4.1% | +4.4% | +3.8% |
| YTD | +27.8% | +31.7% | -3.9% | +18.5% |
| 1Y | +22.2% | +44.2% | -22.0% | +14.2% |
| All | +22.2% | +46.6% | -24.4% | +14.2% |
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