+26,336.4%
WM vs EIX
+1,083.9%
+25,252.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.4% |
| 7D | -0.3% | -19.1% | +18.8% | +3.2% |
| 30D | -2.4% | -16.9% | +14.5% | +0.4% |
| 3M | +0.4% | -20.0% | +20.4% | +4.0% |
| 6M | -9.5% | -21.3% | +11.8% | -6.1% |
| YTD | +0.5% | -1.7% | +2.2% | -0.6% |
| 1Y | -1.1% | +9.6% | -10.7% | -4.4% |
| 3Y | +46.0% | -3.7% | +49.7% | +42.5% |
| 5Y | +51.8% | +22.6% | +29.2% | +40.2% |
| 10Y | +307.5% | +17.7% | +289.8% | +269.1% |
| All | +26,336.4% | +1,083.9% | +25,252.4% | +13,225.4% |
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 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