+1,683.6%
BE vs EIX
+11.2%
+1,672.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +11.4% |
| 7D | -1.2% | +0.7% | -1.9% | -1.5% |
| 30D | -30.9% | +8.8% | -39.6% | -33.0% |
| 3M | -11.6% | -10.9% | -0.7% | -9.9% |
| 6M | -25.7% | -10.3% | -15.4% | -25.9% |
| YTD | +123.1% | +5.8% | +117.3% | +101.0% |
| 1Y | +43.4% | +11.4% | +32.0% | +24.8% |
| 3Y | +1,683.6% | +11.1% | +1,672.6% | +1,317.6% |
| All | +1,683.6% | +11.2% | +1,672.4% | +1,317.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling