+10.7%
EIX vs WPM
+47.7%
-37.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.2% | -3.2% |
| 7D | +4.1% | +3.9% | +0.2% | +3.9% |
| 30D | -15.3% | +17.7% | -33.0% | -15.9% |
| 3M | -18.4% | +39.4% | -57.9% | -19.9% |
| 6M | -16.8% | +6.4% | -23.3% | -17.1% |
| YTD | -0.6% | +34.0% | -34.5% | -2.9% |
| 1Y | +10.7% | +50.5% | -39.9% | +5.2% |
| All | +10.7% | +47.7% | -37.1% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling