+10.9%
EIX vs FE
+5.1%
+5.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -1.2% |
| 7D | +1.0% | -1.0% | +2.0% | +1.9% |
| 30D | +9.1% | +4.1% | +5.0% | +5.2% |
| 3M | -10.2% | -1.0% | -9.2% | -9.6% |
| 6M | -11.2% | +4.0% | -15.2% | -13.6% |
| YTD | +4.5% | +6.8% | -2.3% | +1.3% |
| 1Y | +10.9% | +5.3% | +5.6% | +8.0% |
| All | +10.9% | +5.1% | +5.7% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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