+366.0%
WDC vs EEM
+33.3%
+332.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.2% | -5.5% |
| 7D | -4.3% | -1.3% | -3.1% | -1.9% |
| 30D | -1.5% | +2.1% | -3.6% | -5.3% |
| 3M | -15.5% | +1.0% | -16.5% | -15.1% |
| 6M | +66.5% | +15.9% | +50.5% | +28.3% |
| YTD | +159.9% | +24.6% | +135.2% | +66.3% |
| 1Y | +366.0% | +32.3% | +333.7% | +155.6% |
| All | +366.0% | +33.3% | +332.7% | +155.6% |
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