+1,147.1%
EIX vs TECH
+101,612.5%
-100,465.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +0.7% | +0.2% | +0.5% | +0.7% |
| 30D | +8.8% | +0.5% | +8.2% | +8.7% |
| 3M | -10.9% | +0.9% | -11.8% | -11.0% |
| 6M | -10.3% | +51.0% | -61.3% | -13.9% |
| YTD | +5.8% | +24.4% | -18.5% | +2.8% |
| 1Y | +11.4% | +27.6% | -16.2% | +7.9% |
| 3Y | +11.1% | +29.9% | -18.9% | +6.1% |
| 5Y | +18.5% | -40.6% | +59.1% | +20.4% |
| 10Y | +32.2% | +196.7% | -164.5% | +16.2% |
| All | +1,147.1% | +101,612.5% | -100,465.3% | +900.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling