+9.9%
EIX vs ACWI
+11.8%
-1.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +1.0% | -0.2% | +1.1% | +1.0% |
| 30D | +8.9% | -3.3% | +12.1% | +9.3% |
| 3M | -9.8% | -3.4% | -6.4% | -9.4% |
| 6M | -10.2% | +0.8% | -11.0% | -10.6% |
| YTD | +5.9% | +10.7% | -4.8% | +1.8% |
| All | +9.9% | +11.8% | -1.9% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling