+280.4%
EMR vs WEC
+197.9%
+82.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | +2.8% | +2.3% | +0.5% | +2.2% |
| 30D | +3.7% | +11.1% | -7.4% | +0.8% |
| 3M | +2.0% | +8.4% | -6.4% | -0.2% |
| 6M | +22.1% | +7.5% | +14.6% | +19.5% |
| YTD | +27.2% | +15.3% | +11.9% | +22.1% |
| 1Y | +32.0% | +9.7% | +22.3% | +28.3% |
| 3Y | +103.3% | +64.7% | +38.6% | +74.2% |
| 5Y | +88.2% | +57.3% | +31.0% | +62.9% |
| All | +280.4% | +197.9% | +82.4% | +222.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling