+4,350.5%
EMR vs WEC
+4,410.0%
-59.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.3% | +4.0% |
| 7D | +2.1% | +0.2% | +1.9% | +2.1% |
| 30D | +4.8% | +12.9% | -8.2% | -0.1% |
| 3M | +7.5% | +9.8% | -2.3% | +3.5% |
| 6M | +20.9% | +6.7% | +14.1% | +17.4% |
| YTD | +29.2% | +14.0% | +15.2% | +22.2% |
| 1Y | +33.0% | +7.3% | +25.6% | +28.6% |
| 3Y | +109.8% | +63.8% | +46.0% | +69.7% |
| 5Y | +91.9% | +54.8% | +37.2% | +57.1% |
| 10Y | +301.5% | +185.7% | +115.8% | +140.2% |
| All | +4,350.5% | +4,410.0% | -59.5% | +820.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling