+10.9%
EIX vs BB
+98.3%
-87.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.1% |
| 7D | +1.0% | +11.6% | -10.6% | +1.1% |
| 30D | +8.9% | +2.6% | +6.3% | +8.9% |
| 3M | -9.8% | +3.5% | -13.3% | -9.8% |
| 6M | -10.2% | +43.5% | -53.7% | -10.6% |
| YTD | +5.9% | +141.2% | -135.2% | +5.1% |
| 1Y | +10.9% | +97.4% | -86.5% | +10.4% |
| All | +10.9% | +98.3% | -87.4% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling