+25.1%
GILD vs EIX
+6.9%
+18.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.6% | -0.6% |
| 7D | -4.8% | -1.4% | -3.5% | -4.7% |
| 30D | +5.8% | -19.3% | +25.1% | +8.0% |
| 3M | +14.9% | -21.7% | +36.6% | +18.2% |
| 6M | -0.4% | -19.8% | +19.5% | +1.7% |
| YTD | +18.5% | -3.0% | +21.6% | +16.9% |
| 1Y | +25.1% | +5.1% | +20.0% | +22.0% |
| All | +25.1% | +6.9% | +18.2% | +22.0% |
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 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