+32.0%
EMR vs WU
-15.0%
+47.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.1% |
| 7D | +2.8% | -2.0% | +4.9% | +3.0% |
| 30D | +3.7% | +11.4% | -7.7% | +2.2% |
| 3M | +2.0% | -6.8% | +8.8% | +2.9% |
| 6M | +22.1% | -14.6% | +36.7% | +24.2% |
| YTD | +27.2% | -20.6% | +47.9% | +31.3% |
| 1Y | +32.0% | -15.4% | +47.4% | +32.3% |
| All | +32.0% | -15.0% | +47.0% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling