+17.4%
EIX vs URA
+20.2%
-2.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.1% | +1.4% | +4.5% |
| 7D | +0.9% | +8.1% | -7.2% | +0.9% |
| 30D | -13.5% | +5.8% | -19.3% | -13.4% |
| 3M | -15.3% | +3.4% | -18.7% | -15.1% |
| 6M | -15.3% | -2.6% | -12.7% | -15.1% |
| YTD | +2.7% | +11.2% | -8.4% | +3.3% |
| 1Y | +17.4% | +19.8% | -2.4% | +21.1% |
| All | +17.4% | +20.2% | -2.8% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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