+277.4%
EMR vs WEC
+141.2%
+136.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.3% | -1.0% |
| 7D | +0.9% | +0.4% | +0.5% | +0.8% |
| 30D | -5.0% | +0.9% | -5.9% | -5.2% |
| 3M | +5.9% | -5.3% | +11.2% | +7.3% |
| 6M | +7.3% | -6.6% | +13.9% | +9.0% |
| YTD | +14.6% | +3.3% | +11.3% | +13.2% |
| 1Y | +15.6% | +2.1% | +13.6% | +14.5% |
| 3Y | +60.2% | +39.6% | +20.6% | +44.0% |
| 5Y | +65.8% | +31.2% | +34.7% | +51.0% |
| 10Y | +277.4% | +148.4% | +129.0% | +221.8% |
| All | +277.4% | +141.2% | +136.2% | +221.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WEC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling