+18.0%
EIX vs UUUU
+465.5%
-447.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.0% | +3.7% | -1.1% |
| 7D | -1.4% | -10.5% | +9.1% | -0.8% |
| 30D | -19.3% | -10.5% | -8.8% | -18.9% |
| 3M | -21.7% | -14.1% | -7.5% | -21.3% |
| 6M | -19.8% | -35.5% | +15.7% | -18.5% |
| YTD | -3.0% | -10.9% | +7.9% | -4.2% |
| 1Y | +5.1% | +3.4% | +1.7% | +1.9% |
| 3Y | -7.0% | +73.1% | -80.1% | -15.1% |
| 5Y | +22.0% | +87.1% | -65.1% | +7.6% |
| All | +18.0% | +465.5% | -447.5% | -13.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling