+1,309.1%
WDC vs EIX
+19.9%
+1,289.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +2.1% |
| 7D | +7.5% | +4.1% | +3.4% | +6.0% |
| 30D | +10.1% | -15.3% | +25.4% | +14.2% |
| 3M | -6.8% | -18.4% | +11.6% | -2.8% |
| 6M | +84.1% | -16.8% | +101.0% | +90.4% |
| YTD | +180.3% | -0.6% | +180.8% | +169.8% |
| 1Y | +411.1% | +10.7% | +400.4% | +369.7% |
| 3Y | +1,375.0% | -4.5% | +1,379.5% | +1,283.3% |
| 5Y | +991.6% | +24.0% | +967.5% | +793.2% |
| 10Y | +1,309.1% | +22.9% | +1,286.2% | +983.4% |
| All | +1,309.1% | +19.9% | +1,289.1% | +983.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 10y: compounded portfolio wealth divided by compounded EIX 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…
10y analysis · Full analysis span regression · 6 months rolling