+19.6%
EIX vs TRI
+191.2%
-171.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.9% |
| 7D | +0.8% | -14.4% | +15.2% | +4.5% |
| 30D | -18.8% | -8.1% | -10.7% | -17.5% |
| 3M | -19.7% | +17.5% | -37.2% | -24.3% |
| 6M | -18.2% | -5.0% | -13.3% | -18.8% |
| YTD | -1.7% | -24.7% | +23.0% | +5.4% |
| 1Y | +7.8% | -41.5% | +49.2% | +27.6% |
| 3Y | -5.6% | -20.3% | +14.7% | -5.6% |
| 5Y | +23.7% | -10.9% | +34.6% | +15.7% |
| All | +19.6% | +191.2% | -171.7% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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