+27.2%
EIX vs PODD
-53.4%
+80.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.5% | +8.0% | +4.8% |
| 7D | +0.9% | -4.1% | +5.0% | +1.3% |
| 30D | -13.5% | +0.8% | -14.3% | -13.8% |
| 3M | -15.3% | -6.1% | -9.2% | -15.1% |
| 6M | -15.3% | -40.0% | +24.6% | -11.6% |
| YTD | +2.7% | -49.9% | +52.7% | +9.1% |
| 1Y | +17.4% | -59.3% | +76.7% | +27.3% |
| 3Y | -1.3% | -17.2% | +15.9% | -2.4% |
| 5Y | +27.2% | -53.0% | +80.2% | +27.9% |
| All | +27.2% | -53.4% | +80.6% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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