+811.7%
ENTG vs EIX
+19.9%
+791.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.2% | +4.6% | +2.3% |
| 7D | +8.9% | +4.1% | +4.8% | +7.6% |
| 30D | -0.8% | -15.3% | +14.5% | +2.5% |
| 3M | +6.6% | -18.4% | +25.0% | +10.8% |
| 6M | +22.1% | -16.8% | +38.9% | +25.7% |
| YTD | +70.2% | -0.6% | +70.7% | +64.2% |
| 1Y | +76.7% | +10.7% | +66.1% | +63.7% |
| 3Y | +50.5% | -4.5% | +55.0% | +42.7% |
| 5Y | +21.8% | +24.0% | -2.2% | +4.8% |
| 10Y | +811.7% | +22.9% | +788.8% | +631.0% |
| All | +811.7% | +19.9% | +791.8% | +631.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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