+32,991.5%
GILD vs EIX
+841.6%
+32,149.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.6% | -0.5% |
| 7D | -4.8% | -1.4% | -3.5% | -4.6% |
| 30D | +5.8% | -19.3% | +25.1% | +9.0% |
| 3M | +14.9% | -21.7% | +36.6% | +19.1% |
| 6M | -0.4% | -19.8% | +19.5% | +2.7% |
| YTD | +18.5% | -3.0% | +21.6% | +17.9% |
| 1Y | +25.1% | +5.1% | +20.0% | +22.5% |
| 3Y | +105.9% | -7.0% | +112.9% | +103.8% |
| 5Y | +143.0% | +22.0% | +120.9% | +127.5% |
| 10Y | +162.4% | +19.8% | +142.6% | +137.7% |
| All | +32,991.5% | +841.6% | +32,149.9% | +19,717.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling