+810.5%
EMR vs WCC
+1,713.7%
-903.2%
-56.1%
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% | +0.6% |
| 7D | -1.5% | +4.5% | -6.0% | -2.8% |
| 30D | -5.6% | -5.8% | +0.2% | -4.1% |
| 3M | +7.9% | -3.7% | +11.6% | +8.7% |
| 6M | +6.0% | +23.1% | -17.0% | -0.9% |
| YTD | +16.4% | +44.2% | -27.7% | +3.8% |
| 1Y | +16.6% | +62.1% | -45.5% | +0.1% |
| 3Y | +62.9% | +121.1% | -58.3% | +23.2% |
| 5Y | +60.1% | +214.0% | -153.9% | +5.3% |
| 10Y | +268.7% | +472.8% | -204.0% | +89.7% |
| All | +810.5% | +1,713.7% | -903.2% | +213.6% |
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