+35.4%
EIX vs DAR
+307.1%
-271.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.3% |
| 7D | -1.5% | +9.2% | -10.7% | -3.1% |
| 30D | +8.1% | -12.3% | +20.4% | +10.6% |
| 3M | -12.1% | -12.7% | +0.6% | -10.4% |
| 6M | -13.4% | -12.8% | -0.7% | -12.0% |
| YTD | +5.6% | +53.8% | -48.2% | -4.4% |
| 1Y | +7.8% | +60.3% | -52.4% | -3.4% |
| 3Y | +9.8% | +31.7% | -21.9% | -1.1% |
| 5Y | +18.8% | -27.7% | +46.6% | +19.4% |
| All | +35.4% | +307.1% | -271.6% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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