+132.9%
ADBE vs EIX
+34.9%
+98.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -3.2% | -1.5% | -1.7% | -2.9% |
| 30D | +1.0% | +8.1% | -7.2% | -0.4% |
| 3M | -7.8% | -12.1% | +4.3% | -6.5% |
| 6M | -1.0% | -13.4% | +12.5% | +0.4% |
| YTD | -31.8% | +5.6% | -37.4% | -34.4% |
| 1Y | -29.2% | +7.8% | -37.1% | -32.2% |
| 3Y | -60.1% | +9.8% | -69.9% | -62.9% |
| 5Y | -63.7% | +18.8% | -82.6% | -67.2% |
| All | +132.9% | +34.9% | +98.0% | +94.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling