+1,058.2%
EIX vs SMTC
+62,999.7%
-61,941.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.2% | -8.4% | +0.4% |
| 7D | -19.1% | +12.7% | -31.8% | -19.6% |
| 30D | -16.9% | +22.0% | -38.9% | -18.0% |
| 3M | -20.0% | -12.7% | -7.3% | -20.0% |
| 6M | -21.3% | +64.8% | -86.1% | -24.2% |
| YTD | -1.7% | +100.7% | -102.4% | -6.5% |
| 1Y | +9.6% | +146.9% | -137.3% | +2.8% |
| 3Y | -3.7% | +456.8% | -460.5% | -16.0% |
| 5Y | +22.6% | +89.2% | -66.6% | +11.8% |
| 10Y | +17.7% | +426.9% | -409.2% | +0.6% |
| All | +1,058.2% | +62,999.7% | -61,941.5% | +775.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling