+11.2%
EIX vs SUI
+16.8%
-5.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | +2.5% | +8.8% | -6.2% | -1.1% |
| 30D | +14.1% | +8.9% | +5.1% | +9.7% |
| 3M | -9.4% | +2.0% | -11.5% | -10.3% |
| 6M | -9.1% | -0.6% | -8.4% | -9.1% |
| YTD | +7.1% | +1.3% | +5.8% | +6.1% |
| 1Y | +13.3% | +1.3% | +12.0% | +12.2% |
| All | +11.2% | +16.8% | -5.7% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling