+1,344.7%
EME vs WU
-39.1%
+1,383.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +4.1% |
| 7D | +3.5% | -3.5% | +7.0% | +4.6% |
| 30D | -6.3% | -2.9% | -3.4% | -5.7% |
| 3M | -3.8% | -2.3% | -1.5% | -5.3% |
| 6M | +8.5% | -25.4% | +33.9% | +17.1% |
| YTD | +27.8% | -21.2% | +49.0% | +34.5% |
| 1Y | +22.2% | -8.9% | +31.1% | +21.1% |
| 3Y | +253.5% | -29.0% | +282.4% | +271.6% |
| 5Y | +578.6% | -50.7% | +629.4% | +725.8% |
| All | +1,344.7% | -39.1% | +1,383.8% | +1,480.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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