+8.4%
EIX vs BEN
+63.5%
-55.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.7% | -7.2% | -3.5% |
| 7D | +1.0% | +6.6% | -5.6% | -0.5% |
| 30D | +9.1% | +3.8% | +5.3% | +8.1% |
| 3M | -10.2% | +0.2% | -10.5% | -10.3% |
| 6M | -11.2% | +10.4% | -21.7% | -13.7% |
| YTD | +4.5% | +46.2% | -41.7% | -6.4% |
| 1Y | +10.9% | +52.3% | -41.4% | -1.9% |
| 3Y | +8.4% | +65.9% | -57.5% | -9.6% |
| All | +8.4% | +63.5% | -55.1% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling