+35.9%
EIX vs BEN
+58.7%
-22.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +1.4% | +6.8% | -5.4% | -0.6% |
| 30D | +8.5% | +18.0% | -9.4% | +3.3% |
| 3M | -13.5% | +7.5% | -20.9% | -15.4% |
| 6M | -12.4% | +14.7% | -27.1% | -16.3% |
| YTD | +5.9% | +56.1% | -50.2% | -8.4% |
| 1Y | +7.6% | +69.6% | -62.0% | -9.3% |
| 3Y | +12.8% | +87.7% | -74.9% | -9.9% |
| 5Y | +19.2% | +28.6% | -9.4% | +4.3% |
| All | +35.9% | +58.7% | -22.9% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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