+3,912.1%
EMR vs WEC
+3,978.4%
-66.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.0% |
| 7D | -1.5% | -0.3% | -1.3% | -1.4% |
| 30D | -5.6% | -1.3% | -4.3% | -5.2% |
| 3M | +7.9% | -3.9% | +11.9% | +9.3% |
| 6M | +6.0% | -8.3% | +14.3% | +9.2% |
| YTD | +16.4% | +3.1% | +13.4% | +14.6% |
| 1Y | +16.6% | +1.9% | +14.7% | +15.0% |
| 3Y | +62.9% | +41.9% | +20.9% | +39.2% |
| 5Y | +60.1% | +30.8% | +29.3% | +39.9% |
| 10Y | +268.7% | +141.9% | +126.8% | +135.7% |
| All | +3,912.1% | +3,978.4% | -66.4% | +763.6% |
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