+5,376.0%
WMB vs EIX
+1,083.9%
+4,292.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | +0.6% | -19.1% | +19.7% | +6.7% |
| 30D | +3.3% | -16.9% | +20.2% | +8.2% |
| 3M | +3.1% | -20.0% | +23.1% | +9.3% |
| 6M | -0.7% | -21.3% | +20.6% | +5.8% |
| YTD | +25.2% | -1.7% | +26.9% | +22.3% |
| 1Y | +32.9% | +9.6% | +23.3% | +24.2% |
| 3Y | +140.6% | -3.7% | +144.2% | +129.7% |
| 5Y | +273.5% | +22.6% | +250.8% | +221.7% |
| 10Y | +334.2% | +17.7% | +316.5% | +259.7% |
| All | +5,376.0% | +1,083.9% | +4,292.1% | +1,785.8% |
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