+806.7%
EIX vs SUI
+4,037.5%
-3,230.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | -19.1% | -2.8% | -16.3% | -18.2% |
| 30D | -16.9% | -1.2% | -15.7% | -16.5% |
| 3M | -20.0% | -1.7% | -18.3% | -19.5% |
| 6M | -21.3% | -10.5% | -10.8% | -18.4% |
| YTD | -1.7% | -1.8% | +0.1% | -1.2% |
| 1Y | +9.6% | -4.1% | +13.6% | +10.9% |
| 3Y | -3.7% | +11.3% | -14.9% | -8.1% |
| 5Y | +22.6% | -32.1% | +54.7% | +35.3% |
| 10Y | +17.7% | +110.4% | -92.8% | -8.9% |
| All | +806.7% | +4,037.5% | -3,230.8% | +266.6% |
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