+17.9%
EIX vs GEN
+32.5%
-14.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.2% | -2.1% |
| 7D | +1.0% | +2.3% | -1.3% | +0.7% |
| 30D | +9.1% | +33.1% | -23.9% | +4.7% |
| 3M | -10.2% | +6.5% | -16.7% | -11.6% |
| 6M | -11.2% | +53.8% | -65.0% | -18.3% |
| YTD | +4.5% | +11.2% | -6.7% | +2.3% |
| 1Y | +10.9% | +19.4% | -8.5% | +6.8% |
| 3Y | +8.4% | +81.0% | -72.6% | -5.0% |
| All | +17.9% | +32.5% | -14.6% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling