+13.8%
WFC vs EEM
+32.4%
-18.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +1.9% | 0.0% |
| 7D | +0.3% | -0.7% | +1.0% | +0.4% |
| 30D | +2.3% | +2.4% | -0.1% | +1.9% |
| 3M | +9.8% | +4.2% | +5.6% | +8.2% |
| 6M | +15.6% | +14.8% | +0.8% | +8.5% |
| YTD | -2.4% | +23.1% | -25.5% | -11.6% |
| 1Y | +13.8% | +32.5% | -18.7% | +4.9% |
| All | +13.8% | +32.4% | -18.6% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling