+128.1%
DAL vs EIX
+30.9%
+97.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.3% | +4.0% | +4.8% |
| 7D | +10.0% | +0.7% | +9.3% | +9.8% |
| 30D | +12.0% | +8.8% | +3.3% | +8.8% |
| 3M | +0.8% | -10.9% | +11.7% | +3.1% |
| 6M | +26.2% | -10.3% | +36.5% | +28.0% |
| YTD | +33.7% | +5.8% | +27.9% | +25.9% |
| 1Y | +57.6% | +11.4% | +46.2% | +45.3% |
| 3Y | +183.5% | +11.1% | +172.4% | +154.2% |
| 5Y | +114.2% | +18.5% | +95.7% | +84.0% |
| 10Y | +128.1% | +32.2% | +95.9% | +85.9% |
| All | +128.1% | +30.9% | +97.2% | +85.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling