+914.2%
EIX vs RMD
+37,769.3%
-36,855.1%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | +1.0% | +3.1% | -2.1% | +0.6% |
| 30D | +8.9% | +1.8% | +7.1% | +8.6% |
| 3M | -9.8% | +6.7% | -16.5% | -10.6% |
| 6M | -10.2% | +13.9% | -24.1% | -11.8% |
| YTD | +5.9% | -2.0% | +8.0% | +5.6% |
| 1Y | +10.9% | -5.4% | +16.3% | +11.0% |
| 3Y | +10.2% | +67.4% | -57.2% | +2.9% |
| 5Y | +17.0% | -5.7% | +22.8% | +15.1% |
| 10Y | +35.1% | +338.4% | -303.3% | +13.9% |
| All | +914.2% | +37,769.3% | -36,855.1% | +632.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling