+16.6%
EIX vs UUUU
-55.1%
+71.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.1% |
| 7D | +4.5% | -14.4% | +18.9% | +4.3% |
| 30D | +15.2% | -33.6% | +48.9% | +14.7% |
| 3M | -11.6% | -44.2% | +32.6% | -12.2% |
| 6M | -8.4% | -66.8% | +58.4% | -9.3% |
| YTD | +8.2% | -50.6% | +58.8% | +8.3% |
| 1Y | +16.6% | -57.8% | +74.4% | +16.1% |
| All | +16.6% | -55.1% | +71.7% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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