+27.2%
EIX vs GRMN
+76.7%
-49.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.6% |
| 7D | +0.9% | +0.2% | +0.7% | +0.9% |
| 30D | -13.5% | -11.3% | -2.2% | -11.4% |
| 3M | -15.3% | +17.7% | -33.0% | -18.8% |
| 6M | -15.3% | +14.2% | -29.5% | -18.5% |
| YTD | +2.7% | +37.0% | -34.3% | -5.5% |
| 1Y | +17.4% | +17.0% | +0.5% | +11.9% |
| 3Y | -1.3% | +183.2% | -184.5% | -26.5% |
| 5Y | +27.2% | +77.3% | -50.1% | -8.1% |
| All | +27.2% | +76.7% | -49.5% | -8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling