+32.2%
EIX vs SUI
+118.5%
-86.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.7% | +3.0% | -2.3% | -0.7% |
| 30D | +8.8% | +5.6% | +3.2% | +5.8% |
| 3M | -10.9% | +0.9% | -11.8% | -11.4% |
| 6M | -10.3% | -2.6% | -7.7% | -9.5% |
| YTD | +5.8% | -0.1% | +5.9% | +5.4% |
| 1Y | +11.4% | -1.4% | +12.8% | +11.5% |
| 3Y | +11.1% | +19.8% | -8.7% | -0.3% |
| 5Y | +18.5% | -25.8% | +44.2% | +30.5% |
| 10Y | +32.2% | +118.1% | -85.9% | -19.0% |
| All | +32.2% | +118.5% | -86.3% | -19.0% |
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