+32.2%
EIX vs GEN
+166.9%
-134.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | +8.8% | +28.2% | -19.4% | +5.1% |
| 3M | -10.9% | +2.6% | -13.5% | -11.7% |
| 6M | -10.3% | +32.7% | -43.0% | -14.5% |
| YTD | +5.8% | +11.3% | -5.4% | +3.2% |
| 1Y | +11.4% | +17.9% | -6.6% | +7.6% |
| 3Y | +11.1% | +66.3% | -55.3% | +1.3% |
| 5Y | +18.5% | +31.7% | -13.2% | +10.2% |
| 10Y | +32.2% | +150.0% | -117.8% | +13.4% |
| All | +32.2% | +166.9% | -134.6% | +13.4% |
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