+22.9%
EIX vs SPXU
-99.5%
+122.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.4% | -4.6% | -2.9% |
| 7D | +4.1% | +1.3% | +2.8% | +4.4% |
| 30D | -15.3% | +5.1% | -20.4% | -14.3% |
| 3M | -18.4% | -9.1% | -9.3% | -20.0% |
| 6M | -16.8% | -29.6% | +12.7% | -22.8% |
| YTD | -0.6% | -27.7% | +27.1% | -6.9% |
| 1Y | +10.7% | -37.0% | +47.6% | +0.6% |
| 3Y | -4.5% | -80.2% | +75.7% | -30.3% |
| 5Y | +24.0% | -86.0% | +110.1% | -8.6% |
| 10Y | +22.9% | -99.5% | +122.5% | -50.0% |
| All | +22.9% | -99.5% | +122.4% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling