+22.7%
EIX vs EAT
+350.4%
-327.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.8% |
| 7D | -19.1% | 0.0% | -19.1% | -19.1% |
| 30D | -16.9% | +1.9% | -18.8% | -17.1% |
| 3M | -20.0% | +68.7% | -88.7% | -23.1% |
| 6M | -21.3% | +66.9% | -88.2% | -24.5% |
| YTD | -1.7% | +60.4% | -62.1% | -5.7% |
| 1Y | +9.6% | +44.0% | -34.4% | +5.9% |
| 3Y | -3.7% | +604.7% | -608.4% | -18.9% |
| All | +22.7% | +350.4% | -327.8% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling