+992.6%
WDC vs EMB
+7.3%
+985.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.3% | +2.3% |
| 7D | +6.0% | +0.3% | +5.7% | +5.5% |
| 30D | +9.9% | -0.5% | +10.4% | +10.7% |
| 3M | -9.4% | +0.3% | -9.7% | -9.6% |
| 6M | +94.7% | +1.2% | +93.6% | +93.0% |
| YTD | +177.4% | +1.5% | +175.9% | +174.5% |
| 1Y | +412.6% | +4.8% | +407.8% | +385.6% |
| 3Y | +1,359.8% | +30.4% | +1,329.4% | +959.2% |
| 5Y | +992.6% | +7.3% | +985.3% | +819.3% |
| All | +992.6% | +7.3% | +985.2% | +819.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling