+60,798.0%
EME vs WY
+329.6%
+60,468.4%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | +2.7% | -1.7% | +4.4% | +3.5% |
| 30D | -6.8% | -9.9% | +3.1% | -2.6% |
| 3M | -8.8% | -7.5% | -1.3% | -6.6% |
| 6M | +5.0% | -5.1% | +10.1% | +6.0% |
| YTD | +23.5% | -2.1% | +25.6% | +22.5% |
| 1Y | +21.3% | -7.3% | +28.7% | +22.5% |
| 3Y | +241.1% | -22.6% | +263.7% | +264.4% |
| 5Y | +549.2% | -19.8% | +568.9% | +571.3% |
| 10Y | +1,306.4% | +9.6% | +1,296.8% | +1,079.3% |
| All | +60,798.0% | +329.6% | +60,468.4% | +30,869.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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