+84.7%
WDC vs EMB
+0.7%
+83.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.1% | +8.2% | +8.0% |
| 7D | -3.2% | -0.4% | -2.8% | -1.3% |
| 30D | -19.0% | +1.5% | -20.6% | -23.4% |
| 3M | -28.4% | -1.6% | -26.9% | -23.1% |
| 6M | -39.2% | -1.5% | -37.7% | -33.9% |
| YTD | +82.1% | -0.1% | +82.1% | +91.7% |
| 1Y | +84.7% | +0.5% | +84.1% | +87.4% |
| All | +84.7% | +0.7% | +83.9% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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