+1,147.1%
EIX vs GEN
+8,591.0%
-7,443.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.7% | -0.3% | +1.0% | +0.7% |
| 30D | +8.8% | +28.2% | -19.4% | +6.8% |
| 3M | -10.9% | +2.6% | -13.5% | -11.3% |
| 6M | -10.3% | +32.7% | -43.0% | -12.4% |
| YTD | +5.8% | +11.3% | -5.4% | +4.4% |
| 1Y | +11.4% | +17.9% | -6.6% | +9.4% |
| 3Y | +11.1% | +66.3% | -55.3% | +6.3% |
| 5Y | +18.5% | +31.7% | -13.2% | +14.6% |
| 10Y | +32.2% | +150.0% | -117.8% | +21.1% |
| All | +1,147.1% | +8,591.0% | -7,443.8% | +798.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling