+16.6%
EIX vs IBB
+42.2%
-25.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +2.7% |
| 7D | +4.5% | +2.2% | +2.3% | +4.1% |
| 30D | +15.2% | +6.3% | +8.9% | +14.0% |
| 3M | -11.6% | +16.3% | -27.9% | -13.9% |
| 6M | -8.4% | +30.0% | -38.3% | -12.0% |
| YTD | +8.2% | +31.1% | -23.0% | +3.2% |
| 1Y | +16.6% | +42.0% | -25.4% | +7.8% |
| All | +16.6% | +42.2% | -25.6% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling