+991.6%
WDC vs EEM
+47.0%
+944.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.8% |
| 7D | +7.5% | +2.0% | +5.5% | +4.5% |
| 30D | +10.1% | +5.1% | +5.0% | +2.6% |
| 3M | -6.8% | +4.6% | -11.4% | -9.8% |
| 6M | +84.1% | +17.8% | +66.4% | +53.2% |
| YTD | +180.3% | +25.8% | +154.4% | +117.5% |
| 1Y | +411.1% | +36.4% | +374.7% | +262.6% |
| 3Y | +1,375.0% | +90.0% | +1,285.0% | +605.7% |
| 5Y | +991.6% | +46.6% | +945.0% | +603.9% |
| All | +991.6% | +47.0% | +944.5% | +603.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling