+35.9%
EIX vs BB
+21.8%
+14.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.4% |
| 7D | +1.4% | +1.8% | -0.5% | +1.3% |
| 30D | +8.5% | +8.1% | +0.4% | +7.9% |
| 3M | -13.5% | -1.0% | -12.5% | -13.7% |
| 6M | -12.4% | +45.9% | -58.3% | -15.1% |
| YTD | +5.9% | +134.8% | -128.9% | -0.5% |
| 1Y | +7.6% | +104.6% | -97.0% | +1.8% |
| 3Y | +12.8% | +152.8% | -140.1% | +3.4% |
| 5Y | +19.2% | -17.4% | +36.7% | +13.9% |
| All | +35.9% | +21.8% | +14.1% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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