+26.5%
EIX vs MNDY
-50.8%
+77.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.2% | -1.3% |
| 7D | +0.8% | -12.5% | +13.3% | +1.1% |
| 30D | -18.8% | -2.6% | -16.2% | -18.8% |
| 3M | -19.7% | +4.2% | -23.9% | -19.9% |
| 6M | -18.2% | +9.8% | -28.0% | -18.7% |
| YTD | -1.7% | -42.3% | +40.5% | -0.3% |
| 1Y | +7.8% | -54.5% | +62.3% | +10.1% |
| 3Y | -5.6% | -50.3% | +44.6% | -5.1% |
| 5Y | +23.7% | -77.1% | +100.8% | +21.0% |
| All | +26.5% | -50.8% | +77.3% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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