+9.6%
EIX vs WSM
+19.9%
-10.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.5% |
| 7D | -19.1% | -3.3% | -15.8% | -18.5% |
| 30D | -16.9% | -8.4% | -8.5% | -15.7% |
| 3M | -20.0% | +9.7% | -29.7% | -20.7% |
| 6M | -21.3% | +16.7% | -38.0% | -22.8% |
| YTD | -1.7% | +28.7% | -30.4% | -6.4% |
| 1Y | +9.6% | +13.7% | -4.1% | +5.8% |
| All | +9.6% | +19.9% | -10.3% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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