+1,251.0%
BE vs EIX
+28.1%
+1,222.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.5% | +5.1% | +7.5% |
| 7D | +29.8% | +0.9% | +28.9% | +29.2% |
| 30D | +26.4% | -13.5% | +39.9% | +31.9% |
| 3M | +9.3% | -15.3% | +24.6% | +13.3% |
| 6M | +105.1% | -15.3% | +120.4% | +112.3% |
| YTD | +219.0% | +2.7% | +216.3% | +189.4% |
| 1Y | +418.8% | +17.4% | +401.3% | +326.9% |
| 3Y | +1,784.6% | -1.3% | +1,785.9% | +1,637.6% |
| 5Y | +1,251.0% | +27.2% | +1,223.8% | +987.5% |
| All | +1,251.0% | +28.1% | +1,222.9% | +987.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling