+803.5%
ENTG vs EIX
+34.9%
+768.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +22.8% | -1.5% | +24.3% | +23.3% |
| 30D | -4.9% | +8.1% | -13.0% | -7.2% |
| 3M | -4.8% | -12.1% | +7.3% | -2.8% |
| 6M | +5.6% | -13.4% | +19.0% | +7.5% |
| YTD | +82.4% | +5.6% | +76.8% | +72.5% |
| 1Y | +82.9% | +7.8% | +75.0% | +71.5% |
| 3Y | +62.1% | +9.8% | +52.3% | +46.5% |
| 5Y | +4.3% | +18.8% | -14.5% | -9.1% |
| All | +803.5% | +34.9% | +768.6% | +593.5% |
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