+389.6%
BE vs EIX
+13.6%
+376.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.3% | -2.6% |
| 7D | +23.9% | +4.1% | +19.9% | +23.7% |
| 30D | +27.8% | -15.3% | +43.2% | +28.7% |
| 3M | +3.7% | -18.4% | +22.2% | +2.8% |
| 6M | +78.0% | -16.8% | +94.8% | +76.0% |
| YTD | +209.9% | -0.6% | +210.5% | +196.8% |
| 1Y | +389.6% | +10.7% | +378.9% | +313.4% |
| All | +389.6% | +13.6% | +376.0% | +313.4% |
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 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