+17.9%
EIX vs IBB
+37.5%
-19.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -3.0% |
| 7D | +1.0% | -1.8% | +2.8% | +1.5% |
| 30D | +9.1% | +5.1% | +4.1% | +7.3% |
| 3M | -10.2% | +10.7% | -21.0% | -13.5% |
| 6M | -11.2% | +22.9% | -34.1% | -17.5% |
| YTD | +4.5% | +26.7% | -22.2% | -4.2% |
| 1Y | +10.9% | +35.1% | -24.2% | -0.7% |
| 3Y | +8.4% | +80.2% | -71.8% | -13.2% |
| All | +17.9% | +37.5% | -19.6% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling