+88.5%
WDC vs EEM
+11.5%
+77.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.3% |
| 7D | +12.1% | +2.7% | +9.4% | +6.8% |
| 30D | -18.8% | -5.4% | -13.4% | -7.6% |
| 3M | -39.3% | -8.6% | -30.7% | -26.3% |
| 6M | -40.1% | -8.9% | -31.2% | -24.9% |
| YTD | +71.8% | +11.9% | +59.9% | +23.0% |
| 1Y | +88.5% | +13.1% | +75.4% | +31.5% |
| All | +88.5% | +11.5% | +77.0% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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