+1,131.2%
EIX vs GEN
+8,588.0%
-7,456.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.2% | -2.3% |
| 7D | +1.0% | +2.3% | -1.3% | +0.8% |
| 30D | +9.1% | +33.1% | -23.9% | +6.9% |
| 3M | -10.2% | +6.5% | -16.7% | -10.9% |
| 6M | -11.2% | +53.8% | -65.0% | -14.2% |
| YTD | +4.5% | +11.2% | -6.7% | +3.0% |
| 1Y | +10.9% | +19.4% | -8.5% | +8.8% |
| 3Y | +8.4% | +81.0% | -72.6% | +3.1% |
| 5Y | +18.0% | +33.4% | -15.5% | +14.0% |
| 10Y | +30.3% | +164.3% | -134.0% | +18.9% |
| All | +1,131.2% | +8,588.0% | -7,456.9% | +786.5% |
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