+28.0%
EIX vs SUI
+115.7%
-87.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -1.8% |
| 7D | +1.0% | +6.2% | -5.2% | -1.8% |
| 30D | +9.1% | +8.6% | +0.5% | +4.8% |
| 3M | -10.2% | +1.0% | -11.2% | -10.8% |
| 6M | -11.2% | -2.6% | -8.6% | -10.5% |
| YTD | +4.5% | -0.1% | +4.6% | +4.0% |
| 1Y | +10.9% | +0.5% | +10.4% | +10.1% |
| 3Y | +8.4% | +15.3% | -6.8% | -0.9% |
| 5Y | +18.0% | -26.1% | +44.1% | +30.3% |
| All | +28.0% | +115.7% | -87.8% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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