+35.9%
EIX vs GRMN
+628.7%
-592.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.6% |
| 7D | +1.4% | -0.9% | +2.3% | +1.6% |
| 30D | +8.5% | +1.2% | +7.4% | +8.0% |
| 3M | -13.5% | -8.9% | -4.5% | -11.5% |
| 6M | -12.4% | +23.0% | -35.4% | -18.6% |
| YTD | +5.9% | +41.2% | -35.3% | -6.5% |
| 1Y | +7.6% | +47.5% | -39.9% | -6.3% |
| 3Y | +12.8% | +155.8% | -143.0% | -21.9% |
| 5Y | +19.2% | +120.2% | -101.0% | -14.7% |
| All | +35.9% | +628.7% | -592.9% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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