+34.3%
EIX vs RACE
+741.5%
-707.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.5% | -3.9% | +1.3% | -1.6% |
| 30D | +7.7% | +6.8% | +0.9% | +6.0% |
| 3M | -12.9% | +1.3% | -14.2% | -13.4% |
| 6M | -12.7% | +26.3% | -39.0% | -18.4% |
| YTD | +5.5% | +13.8% | -8.3% | +0.8% |
| 1Y | +9.4% | -0.5% | +9.8% | +8.2% |
| 3Y | +9.7% | +25.6% | -15.9% | -1.3% |
| 5Y | +16.9% | +67.6% | -50.7% | -5.5% |
| 10Y | +34.3% | +724.7% | -690.4% | -27.1% |
| All | +34.3% | +741.5% | -707.2% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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