+17,845.4%
WDC vs EIX
+1,083.9%
+16,761.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.0% | +5.7% |
| 7D | +1.7% | -19.1% | +20.8% | +5.5% |
| 30D | -10.0% | -16.9% | +6.9% | -7.2% |
| 3M | -18.8% | -20.0% | +1.3% | -16.0% |
| 6M | +79.0% | -21.3% | +100.3% | +85.6% |
| YTD | +171.6% | -1.7% | +173.3% | +167.5% |
| 1Y | +417.4% | +9.6% | +407.8% | +396.0% |
| 3Y | +1,251.8% | -3.7% | +1,255.5% | +1,211.3% |
| 5Y | +911.7% | +22.6% | +889.1% | +825.9% |
| 10Y | +1,399.6% | +17.7% | +1,382.0% | +1,262.5% |
| All | +17,845.4% | +1,083.9% | +16,761.4% | +9,165.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling