+770.0%
WDC vs EEM
+71.2%
+698.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.4% |
| 7D | +12.1% | +2.7% | +9.4% | +7.7% |
| 30D | -18.8% | -5.4% | -13.4% | -9.3% |
| 3M | -39.3% | -8.6% | -30.7% | -28.3% |
| 6M | -40.1% | -8.9% | -31.2% | -26.6% |
| YTD | +71.8% | +11.9% | +59.9% | +59.0% |
| 1Y | +88.5% | +13.1% | +75.4% | +72.6% |
| 3Y | +770.0% | +70.7% | +699.3% | +416.8% |
| All | +770.0% | +71.2% | +698.8% | +416.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling