+41.7%
DELL vs EIX
-13.1%
+54.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.3% | -7.5% | -7.1% |
| 7D | +4.9% | +1.4% | +3.5% | +5.2% |
| 30D | -32.1% | +8.5% | -40.6% | -30.8% |
| 3M | -30.2% | -13.5% | -16.8% | -29.5% |
| 6M | +41.7% | -12.4% | +54.1% | +58.3% |
| All | +41.7% | -13.1% | +54.8% | +58.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling