+7.6%
EIX vs TRI
-17.3%
+24.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.4% | -2.9% | +4.3% | +1.3% |
| 30D | +8.5% | +3.7% | +4.8% | +8.9% |
| 3M | -13.5% | +3.7% | -17.2% | -13.1% |
| 6M | -12.4% | +35.1% | -47.5% | -10.1% |
| YTD | +5.9% | -14.0% | +19.9% | +12.3% |
| 1Y | +7.6% | -19.0% | +26.5% | +16.5% |
| All | +7.6% | -17.3% | +24.9% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling