+146.2%
EIX vs UUUU
-91.9%
+238.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.5% |
| 7D | +0.9% | +2.8% | -1.9% | +0.8% |
| 30D | -13.5% | +3.4% | -16.9% | -13.7% |
| 3M | -15.3% | -3.9% | -11.4% | -15.3% |
| 6M | -15.3% | -23.2% | +7.8% | -15.0% |
| YTD | +2.7% | +0.6% | +2.2% | +1.7% |
| 1Y | +17.4% | +22.9% | -5.4% | +14.9% |
| 3Y | -1.3% | +98.6% | -100.0% | -6.3% |
| 5Y | +27.2% | +130.2% | -103.0% | +18.6% |
| 10Y | +22.7% | +519.5% | -496.7% | +7.0% |
| All | +146.2% | -91.9% | +238.2% | +111.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling