+17.9%
EIX vs TECH
-40.1%
+58.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.6% | -2.5% |
| 7D | +1.0% | +0.2% | +0.8% | +1.0% |
| 30D | +9.1% | +0.3% | +8.8% | +9.1% |
| 3M | -10.2% | +1.3% | -11.6% | -10.4% |
| 6M | -11.2% | +54.0% | -65.2% | -16.7% |
| YTD | +4.5% | +24.3% | -19.8% | +0.2% |
| 1Y | +10.9% | +25.8% | -14.9% | +6.0% |
| 3Y | +8.4% | +26.0% | -17.5% | +0.5% |
| All | +17.9% | -40.1% | +58.0% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling