+894.5%
EMR vs WCC
+1,591.1%
-696.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.7% | +14.2% | -11.6% | -1.3% |
| 30D | +2.1% | -9.8% | +11.9% | +4.6% |
| 3M | +2.3% | -10.1% | +12.4% | +4.7% |
| 6M | +22.5% | -9.4% | +31.9% | +24.6% |
| YTD | +27.2% | +34.4% | -7.2% | +14.9% |
| 1Y | +28.0% | +23.3% | +4.7% | +18.6% |
| 3Y | +103.4% | +137.9% | -34.5% | +50.1% |
| 5Y | +88.2% | +144.0% | -55.8% | +32.3% |
| 10Y | +280.3% | +442.5% | -162.1% | +97.9% |
| All | +894.5% | +1,591.1% | -696.6% | +247.3% |
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