+277.4%
EMR vs WCC
+506.2%
-228.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.7% |
| 7D | +0.9% | +6.8% | -5.9% | -1.8% |
| 30D | -5.0% | -3.0% | -1.9% | -4.0% |
| 3M | +5.9% | +0.2% | +5.7% | +5.1% |
| 6M | +7.3% | +33.2% | -25.8% | -5.6% |
| YTD | +14.6% | +45.8% | -31.3% | -3.1% |
| 1Y | +15.6% | +68.4% | -52.7% | -8.3% |
| 3Y | +60.2% | +131.1% | -71.0% | +4.9% |
| 5Y | +65.8% | +225.6% | -159.8% | -13.7% |
| 10Y | +277.4% | +534.2% | -256.8% | +18.1% |
| All | +277.4% | +506.2% | -228.8% | +18.1% |
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