+35.1%
EIX vs GEN
+151.0%
-115.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | +1.0% | +1.0% | 0.0% | +0.8% |
| 30D | +8.9% | +29.1% | -20.2% | +5.1% |
| 3M | -9.8% | +2.9% | -12.7% | -10.6% |
| 6M | -10.2% | +33.6% | -43.8% | -14.5% |
| YTD | +5.9% | +12.0% | -6.1% | +3.2% |
| 1Y | +10.9% | +16.2% | -5.3% | +7.4% |
| 3Y | +10.2% | +65.1% | -54.9% | +0.6% |
| 5Y | +17.0% | +33.3% | -16.3% | +8.7% |
| 10Y | +35.1% | +149.7% | -114.6% | +15.4% |
| All | +35.1% | +151.0% | -115.9% | +15.4% |
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