+55.3%
B vs EIX
+15.0%
+40.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.5% | -6.0% | -1.8% |
| 7D | +2.3% | +0.9% | +1.4% | +2.2% |
| 30D | +1.4% | -13.5% | +14.9% | +2.9% |
| 3M | +12.2% | -15.3% | +27.4% | +14.2% |
| 6M | -2.1% | -15.3% | +13.2% | -0.4% |
| YTD | +2.9% | +2.7% | +0.2% | +3.3% |
| 1Y | +55.3% | +17.4% | +37.9% | +57.5% |
| All | +55.3% | +15.0% | +40.3% | +57.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling