+27.2%
EIX vs BB
-27.1%
+54.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +4.4% |
| 7D | +0.9% | +0.5% | +0.4% | +0.9% |
| 30D | -13.5% | -12.4% | -1.2% | -12.9% |
| 3M | -15.3% | -15.3% | 0.0% | -14.9% |
| 6M | -15.3% | +128.8% | -144.1% | -21.2% |
| YTD | +2.7% | +107.7% | -104.9% | -3.8% |
| 1Y | +17.4% | +103.9% | -86.4% | +9.7% |
| 3Y | -1.3% | +72.6% | -73.9% | -8.9% |
| 5Y | +27.2% | -24.3% | +51.4% | +16.2% |
| All | +27.2% | -27.1% | +54.3% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling