+8,357.9%
WDC vs EEM
+860.9%
+7,496.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.8% | +4.0% | +4.3% |
| 7D | +1.7% | +2.3% | -0.6% | -0.2% |
| 30D | -10.0% | +4.5% | -14.5% | -13.1% |
| 3M | -18.8% | -0.1% | -18.7% | -16.5% |
| 6M | +79.0% | +16.9% | +62.1% | +62.8% |
| YTD | +171.6% | +26.2% | +145.3% | +134.4% |
| 1Y | +417.4% | +40.5% | +376.9% | +312.1% |
| 3Y | +1,251.8% | +86.2% | +1,165.6% | +768.7% |
| 5Y | +911.7% | +45.5% | +866.2% | +704.9% |
| 10Y | +1,399.6% | +128.6% | +1,271.0% | +794.5% |
| All | +8,357.9% | +860.9% | +7,496.9% | +932.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling