+10.7%
EIX vs FND
-45.4%
+56.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.1% |
| 7D | +4.1% | -0.8% | +4.8% | +4.1% |
| 30D | -15.3% | -19.6% | +4.3% | -12.4% |
| 3M | -18.4% | -4.3% | -14.1% | -18.1% |
| 6M | -16.8% | -20.4% | +3.6% | -13.7% |
| YTD | -0.6% | -21.9% | +21.3% | +2.3% |
| 1Y | +10.7% | -45.2% | +55.8% | +21.4% |
| All | +10.7% | -45.4% | +56.0% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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