+27.2%
EIX vs WPM
+261.1%
-233.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.5% |
| 7D | +0.9% | +7.0% | -6.1% | -0.2% |
| 30D | -13.5% | +15.7% | -29.3% | -15.6% |
| 3M | -15.3% | +35.2% | -50.5% | -19.6% |
| 6M | -15.3% | +6.1% | -21.4% | -16.8% |
| YTD | +2.7% | +32.6% | -29.8% | -4.0% |
| 1Y | +17.4% | +46.9% | -29.5% | +6.9% |
| 3Y | -1.3% | +276.3% | -277.6% | -30.2% |
| 5Y | +27.2% | +260.0% | -232.8% | -7.1% |
| All | +27.2% | +261.1% | -233.9% | -7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling