+7.8%
EIX vs WU
-11.2%
+18.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | +0.8% | -5.0% | +5.8% | +1.3% |
| 30D | -18.8% | -2.3% | -16.5% | -18.6% |
| 3M | -19.7% | -3.2% | -16.5% | -18.6% |
| 6M | -18.2% | -25.0% | +6.8% | -16.7% |
| YTD | -1.7% | -21.7% | +19.9% | -0.3% |
| 1Y | +7.8% | -9.0% | +16.7% | +6.2% |
| All | +7.8% | -11.2% | +18.9% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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