+24.0%
EIX vs TD
+123.1%
-99.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.0% | -2.8% |
| 7D | +4.1% | -1.9% | +6.0% | +4.8% |
| 30D | -15.3% | -1.6% | -13.7% | -15.0% |
| 3M | -18.4% | +4.6% | -23.1% | -20.1% |
| 6M | -16.8% | +26.8% | -43.7% | -24.6% |
| YTD | -0.6% | +28.3% | -28.9% | -10.4% |
| 1Y | +10.7% | +60.4% | -49.8% | -9.0% |
| 3Y | -4.5% | +125.7% | -130.2% | -32.1% |
| 5Y | +24.0% | +122.4% | -98.3% | -7.8% |
| All | +24.0% | +123.1% | -99.0% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 5y: compounded portfolio wealth divided by compounded TD 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…
5y analysis · Full analysis span regression · 6 months rolling