+43.9%
GEV vs EIX
+9.7%
+34.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.8% |
| 7D | -1.9% | +0.8% | -2.7% | -1.9% |
| 30D | -8.7% | -18.8% | +10.1% | -8.5% |
| 3M | +6.6% | -19.7% | +26.3% | +5.6% |
| 6M | +10.2% | -18.2% | +28.5% | +9.0% |
| YTD | +41.6% | -1.7% | +43.4% | +43.9% |
| 1Y | +43.9% | +7.8% | +36.1% | +42.3% |
| All | +43.9% | +9.7% | +34.2% | +42.3% |
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