+35.9%
EIX vs TRGP
+822.5%
-786.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +1.4% | +12.4% | -11.0% | -0.6% |
| 30D | +8.5% | +2.6% | +5.9% | +7.9% |
| 3M | -13.5% | +11.9% | -25.3% | -15.4% |
| 6M | -12.4% | +13.9% | -26.3% | -14.7% |
| YTD | +5.9% | +64.2% | -58.3% | -3.2% |
| 1Y | +7.6% | +78.5% | -70.9% | -3.1% |
| 3Y | +12.8% | +272.9% | -260.1% | -10.6% |
| 5Y | +19.2% | +510.7% | -491.5% | -13.3% |
| All | +35.9% | +822.5% | -786.6% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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