+17.4%
EIX vs ROIV
+221.6%
-204.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +18.8% | -14.2% | +3.0% |
| 7D | +0.9% | +20.2% | -19.3% | -0.6% |
| 30D | -13.5% | +14.1% | -27.7% | -14.6% |
| 3M | -15.3% | +45.6% | -60.8% | -16.4% |
| 6M | -15.3% | +44.1% | -59.5% | -16.5% |
| YTD | +2.7% | +91.2% | -88.4% | +0.2% |
| 1Y | +17.4% | +221.3% | -203.9% | +1.8% |
| All | +17.4% | +221.6% | -204.1% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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