+22.7%
EIX vs RMD
+265.7%
-242.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.2% | +7.7% | +5.1% |
| 7D | +0.9% | -4.5% | +5.4% | +1.8% |
| 30D | -13.5% | +4.6% | -18.1% | -14.5% |
| 3M | -15.3% | +14.8% | -30.0% | -18.1% |
| 6M | -15.3% | -12.1% | -3.3% | -13.7% |
| YTD | +2.7% | -7.5% | +10.2% | +3.4% |
| 1Y | +17.4% | -20.1% | +37.5% | +21.8% |
| 3Y | -1.3% | +53.9% | -55.2% | -13.5% |
| 5Y | +27.2% | -22.2% | +49.4% | +28.8% |
| 10Y | +22.7% | +268.2% | -245.5% | -6.9% |
| All | +22.7% | +265.7% | -242.9% | -6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling