+9.6%
EIX vs WEC
+1.8%
+7.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.4% |
| 7D | -19.1% | -0.3% | -18.8% | -18.9% |
| 30D | -16.9% | -1.3% | -15.6% | -15.9% |
| 3M | -20.0% | -3.9% | -16.1% | -17.3% |
| 6M | -21.3% | -8.3% | -13.0% | -15.4% |
| YTD | -1.7% | +3.1% | -4.8% | -2.7% |
| 1Y | +9.6% | +1.9% | +7.6% | +7.5% |
| All | +9.6% | +1.8% | +7.8% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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