+22.9%
EIX vs WPM
+523.6%
-500.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.2% | -3.3% |
| 7D | +4.1% | +3.9% | +0.2% | +3.5% |
| 30D | -15.3% | +17.7% | -33.0% | -17.5% |
| 3M | -18.4% | +39.4% | -57.9% | -22.7% |
| 6M | -16.8% | +6.4% | -23.3% | -18.4% |
| YTD | -0.6% | +34.0% | -34.5% | -6.5% |
| 1Y | +10.7% | +50.5% | -39.9% | +1.7% |
| 3Y | -4.5% | +280.3% | -284.8% | -26.3% |
| 5Y | +24.0% | +266.3% | -242.3% | -5.1% |
| 10Y | +22.9% | +550.8% | -527.9% | -18.5% |
| All | +22.9% | +523.6% | -500.7% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling