+35.4%
EIX vs TECH
+187.7%
-152.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -1.5% | +0.2% | -1.7% | -1.5% |
| 30D | +8.1% | +0.5% | +7.6% | +8.0% |
| 3M | -12.1% | +1.0% | -13.1% | -12.3% |
| 6M | -13.4% | +54.1% | -67.5% | -19.9% |
| YTD | +5.6% | +24.4% | -18.8% | +0.1% |
| 1Y | +7.8% | +19.3% | -11.5% | +3.0% |
| 3Y | +9.8% | +28.5% | -18.7% | +0.1% |
| 5Y | +18.8% | -41.0% | +59.8% | +24.5% |
| All | +35.4% | +187.7% | -152.3% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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