+992.6%
WDC vs EIX
+28.1%
+964.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.5% | -2.4% | +1.4% |
| 7D | +6.0% | +0.9% | +5.1% | +5.8% |
| 30D | +9.9% | -13.5% | +23.5% | +11.8% |
| 3M | -9.4% | -15.3% | +5.9% | -8.0% |
| 6M | +94.7% | -15.3% | +110.1% | +97.4% |
| YTD | +177.4% | +2.7% | +174.6% | +168.1% |
| 1Y | +412.6% | +17.4% | +395.1% | +376.9% |
| 3Y | +1,359.8% | -1.3% | +1,361.1% | +1,275.6% |
| 5Y | +992.6% | +27.2% | +965.4% | +805.1% |
| All | +992.6% | +28.1% | +964.5% | +805.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling