+12.7%
GEHC vs EIX
+9.6%
+3.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -3.7% | -2.5% | -1.2% | -3.4% |
| 30D | +22.0% | +7.7% | +14.3% | +20.9% |
| 3M | +13.6% | -12.9% | +26.5% | +15.2% |
| 6M | +34.0% | -12.7% | +46.7% | +34.4% |
| YTD | +0.9% | +5.5% | -4.5% | -9.0% |
| 1Y | +12.7% | +9.4% | +3.4% | -0.8% |
| All | +12.7% | +9.6% | +3.2% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling