+10.8%
EIX vs ED
+24.7%
-14.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | +8.8% | +11.6% | -2.8% | -0.2% |
| 3M | -10.9% | +10.5% | -21.5% | -17.5% |
| 6M | -10.3% | +13.2% | -23.5% | -18.2% |
| YTD | +5.8% | +22.1% | -16.3% | -5.8% |
| All | +10.8% | +24.7% | -14.0% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling