+35.9%
EIX vs GEN
+152.9%
-117.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | 0.0% |
| 7D | +1.4% | +2.0% | -0.7% | +1.1% |
| 30D | +8.5% | +27.7% | -19.2% | +4.9% |
| 3M | -13.5% | +3.3% | -16.7% | -14.3% |
| 6M | -12.4% | +31.8% | -44.2% | -16.4% |
| YTD | +5.9% | +13.5% | -7.6% | +3.0% |
| 1Y | +7.6% | +16.0% | -8.4% | +4.2% |
| 3Y | +12.8% | +70.6% | -57.8% | +2.4% |
| 5Y | +19.2% | +32.1% | -12.9% | +10.8% |
| All | +35.9% | +152.9% | -117.0% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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