+840.9%
EIX vs RMD
+36,837.6%
-35,996.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -19.1% | -5.0% | -14.1% | -18.7% |
| 30D | -16.9% | +2.2% | -19.1% | -17.2% |
| 3M | -20.0% | +17.8% | -37.9% | -21.6% |
| 6M | -21.3% | -11.3% | -10.0% | -20.6% |
| YTD | -1.7% | -4.4% | +2.7% | -1.7% |
| 1Y | +9.6% | -15.7% | +25.3% | +11.1% |
| 3Y | -3.7% | +47.7% | -51.4% | -8.9% |
| 5Y | +22.6% | -19.2% | +41.8% | +22.6% |
| 10Y | +17.7% | +280.4% | -262.7% | +0.5% |
| All | +840.9% | +36,837.6% | -35,996.7% | +582.0% |
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