+772.0%
WDC vs EIX
+11.2%
+760.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.3% | +8.6% | +9.8% |
| 7D | -14.4% | +0.7% | -15.1% | -14.4% |
| 30D | -27.1% | +8.8% | -35.8% | -27.4% |
| 3M | -33.3% | -10.9% | -22.3% | -33.0% |
| 6M | -39.6% | -10.3% | -29.3% | -39.8% |
| YTD | +68.4% | +5.8% | +62.6% | +65.4% |
| 1Y | +78.2% | +11.4% | +66.8% | +74.0% |
| 3Y | +772.0% | +11.1% | +761.0% | +727.9% |
| All | +772.0% | +11.2% | +760.8% | +727.9% |
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