+280.4%
EMR vs WCN
+322.1%
-41.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.8% | +2.6% | +0.3% | +1.6% |
| 30D | +3.7% | +23.9% | -20.3% | -7.3% |
| 3M | +2.0% | +17.4% | -15.4% | -6.3% |
| 6M | +22.1% | +28.0% | -5.9% | +6.1% |
| YTD | +27.2% | +11.6% | +15.7% | +18.5% |
| 1Y | +32.0% | +16.9% | +15.2% | +19.7% |
| 3Y | +103.3% | +51.6% | +51.7% | +53.1% |
| 5Y | +88.2% | +48.0% | +40.2% | +41.1% |
| All | +280.4% | +322.1% | -41.7% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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