+4,285.9%
EMR vs WEC
+4,422.3%
-136.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -2.0% | -0.5% | -1.4% | -1.8% |
| 30D | +2.8% | +12.0% | -9.1% | -1.6% |
| 3M | +2.0% | +11.1% | -9.1% | -2.2% |
| 6M | +20.7% | +6.0% | +14.7% | +17.6% |
| YTD | +27.3% | +14.3% | +13.0% | +20.3% |
| 1Y | +31.0% | +8.0% | +23.0% | +26.4% |
| 3Y | +103.6% | +62.8% | +40.8% | +65.1% |
| 5Y | +88.6% | +55.3% | +33.3% | +54.1% |
| 10Y | +280.6% | +193.2% | +87.5% | +125.3% |
| All | +4,285.9% | +4,422.3% | -136.4% | +806.6% |
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