+1,058.2%
EIX vs GEN
+8,838.8%
-7,780.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.0% |
| 7D | -19.1% | -1.2% | -17.9% | -19.1% |
| 30D | -16.9% | +10.1% | -27.0% | -17.5% |
| 3M | -20.0% | +16.1% | -36.1% | -20.9% |
| 6M | -21.3% | +38.9% | -60.2% | -23.4% |
| YTD | -1.7% | +14.4% | -16.1% | -3.1% |
| 1Y | +9.6% | +5.9% | +3.7% | +8.6% |
| 3Y | -3.7% | +58.8% | -62.5% | -7.4% |
| 5Y | +22.6% | +24.7% | -2.0% | +19.1% |
| 10Y | +17.7% | +163.1% | -145.4% | +7.6% |
| All | +1,058.2% | +8,838.8% | -7,780.6% | +734.1% |
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