+888.4%
EIX vs SUI
+4,171.7%
-3,283.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.2% |
| 7D | +2.5% | +8.8% | -6.2% | -0.3% |
| 30D | +14.1% | +8.9% | +5.1% | +10.7% |
| 3M | -9.4% | +2.0% | -11.5% | -10.1% |
| 6M | -9.1% | -0.6% | -8.4% | -9.1% |
| YTD | +7.1% | +1.3% | +5.8% | +6.4% |
| 1Y | +13.3% | +1.3% | +12.0% | +12.5% |
| 3Y | +10.9% | +16.3% | -5.4% | +4.2% |
| 5Y | +21.0% | -25.1% | +46.0% | +29.1% |
| 10Y | +33.6% | +121.1% | -87.5% | +1.7% |
| All | +888.4% | +4,171.7% | -3,283.4% | +294.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling