+1,359.8%
WDC vs EIX
0.0%
+1,359.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.5% | -2.4% | +1.9% |
| 7D | +6.0% | +0.9% | +5.1% | +5.9% |
| 30D | +9.9% | -13.5% | +23.5% | +10.7% |
| 3M | -9.4% | -15.3% | +5.9% | -9.0% |
| 6M | +94.7% | -15.3% | +110.1% | +95.3% |
| YTD | +177.4% | +2.7% | +174.6% | +172.5% |
| 1Y | +412.6% | +17.4% | +395.1% | +393.9% |
| 3Y | +1,359.8% | -1.3% | +1,361.1% | +1,274.9% |
| All | +1,359.8% | 0.0% | +1,359.8% | +1,274.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling