+17.9%
EIX vs WING
+4.1%
+13.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.4% |
| 7D | +1.0% | +9.0% | -8.1% | +0.7% |
| 30D | +9.1% | +39.9% | -30.8% | +7.7% |
| 3M | -10.2% | +40.4% | -50.7% | -11.5% |
| 6M | -11.2% | +12.9% | -24.1% | -12.0% |
| YTD | +4.5% | -31.1% | +35.6% | +4.8% |
| 1Y | +10.9% | -32.7% | +43.6% | +11.3% |
| 3Y | +8.4% | -19.8% | +28.2% | +3.5% |
| All | +17.9% | +4.1% | +13.9% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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