+10.7%
EIX vs SMTC
+168.8%
-158.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.2% |
| 7D | +4.1% | +22.5% | -18.4% | +4.3% |
| 30D | -15.3% | +24.9% | -40.2% | -15.1% |
| 3M | -18.4% | +4.1% | -22.5% | -18.2% |
| 6M | -16.8% | +92.6% | -109.4% | -16.8% |
| YTD | -0.6% | +122.5% | -123.0% | -0.4% |
| 1Y | +10.7% | +166.2% | -155.6% | +11.2% |
| All | +10.7% | +168.8% | -158.1% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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