+10.7%
EIX vs MUB
+1.0%
+9.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.3% |
| 7D | +4.1% | -0.7% | +4.8% | +5.4% |
| 30D | -15.3% | -2.0% | -13.3% | -12.3% |
| 3M | -18.4% | -2.5% | -15.9% | -14.6% |
| 6M | -16.8% | -2.3% | -14.5% | -12.5% |
| YTD | -0.6% | -1.3% | +0.7% | +1.9% |
| 1Y | +10.7% | +1.1% | +9.5% | +6.1% |
| All | +10.7% | +1.0% | +9.6% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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