+911.5%
BE vs EIX
+23.2%
+888.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.5% | +7.0% |
| 7D | +20.0% | -19.1% | +39.1% | +30.1% |
| 30D | +7.9% | -16.9% | +24.8% | +14.9% |
| 3M | -13.2% | -20.0% | +6.8% | -7.2% |
| 6M | +53.5% | -21.3% | +74.8% | +65.6% |
| YTD | +191.0% | -1.7% | +192.7% | +175.5% |
| 1Y | +360.5% | +9.6% | +351.0% | +307.8% |
| 3Y | +1,568.0% | -3.7% | +1,571.7% | +1,479.6% |
| 5Y | +1,055.2% | +22.6% | +1,032.6% | +857.2% |
| All | +911.5% | +23.2% | +888.3% | +673.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling