+979.6%
EIX vs WWD
+15,408.5%
-14,429.0%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.6% |
| 7D | -19.1% | +1.3% | -20.4% | -19.3% |
| 30D | -16.9% | -7.2% | -9.7% | -15.7% |
| 3M | -20.0% | -3.8% | -16.2% | -19.8% |
| 6M | -21.3% | -9.9% | -11.4% | -20.4% |
| YTD | -1.7% | +14.8% | -16.5% | -5.6% |
| 1Y | +9.6% | +42.1% | -32.5% | +0.4% |
| 3Y | -3.7% | +170.8% | -174.5% | -23.8% |
| 5Y | +22.6% | +197.5% | -174.9% | -6.4% |
| 10Y | +17.7% | +477.8% | -460.1% | -24.0% |
| All | +979.6% | +15,408.5% | -14,429.0% | +322.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 all: compounded portfolio wealth divided by compounded WWD 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…
all analysis · Full analysis span regression · 6 months rolling