+22.9%
EIX vs BBWI
-58.2%
+81.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.3% | +3.1% | -2.5% |
| 7D | +4.1% | -4.4% | +8.5% | +4.6% |
| 30D | -15.3% | -7.4% | -7.9% | -14.8% |
| 3M | -18.4% | -2.2% | -16.2% | -18.6% |
| 6M | -16.8% | -16.3% | -0.5% | -15.9% |
| YTD | -0.6% | -9.1% | +8.6% | -0.7% |
| 1Y | +10.7% | -34.5% | +45.2% | +14.1% |
| 3Y | -4.5% | -47.0% | +42.5% | -1.3% |
| 5Y | +24.0% | -68.8% | +92.9% | +33.1% |
| 10Y | +22.9% | -57.4% | +80.3% | +3.4% |
| All | +22.9% | -58.2% | +81.2% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BBWI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling