+1,131.2%
EIX vs BEN
+4,818.7%
-3,687.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.7% | -7.2% | -3.6% |
| 7D | +1.0% | +6.6% | -5.6% | -0.6% |
| 30D | +9.1% | +3.8% | +5.3% | +8.0% |
| 3M | -10.2% | +0.2% | -10.5% | -10.4% |
| 6M | -11.2% | +10.4% | -21.7% | -13.7% |
| YTD | +4.5% | +46.2% | -41.7% | -5.3% |
| 1Y | +10.9% | +52.3% | -41.4% | -0.5% |
| 3Y | +8.4% | +65.9% | -57.5% | -6.1% |
| 5Y | +18.0% | +20.6% | -2.6% | +8.1% |
| 10Y | +30.3% | +64.8% | -34.5% | +5.6% |
| All | +1,131.2% | +4,818.7% | -3,687.5% | +447.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling