+9.6%
EIX vs RMD
-14.6%
+24.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -19.1% | -5.0% | -14.1% | -19.2% |
| 30D | -16.9% | +2.2% | -19.1% | -17.1% |
| 3M | -20.0% | +17.8% | -37.9% | -21.1% |
| 6M | -21.3% | -11.3% | -10.0% | -21.2% |
| YTD | -1.7% | -4.4% | +2.7% | -3.3% |
| 1Y | +9.6% | -15.7% | +25.3% | +7.9% |
| All | +9.6% | -14.6% | +24.2% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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