+213.3%
GLD vs EIX
+23.2%
+190.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.5% | -6.2% | -2.0% |
| 7D | +0.7% | +0.9% | -0.2% | +0.7% |
| 30D | +0.3% | -13.5% | +13.9% | +1.0% |
| 3M | +0.6% | -15.3% | +15.9% | +1.4% |
| 6M | -15.6% | -15.3% | -0.3% | -15.0% |
| YTD | +0.9% | +2.7% | -1.9% | +0.2% |
| 1Y | +19.4% | +17.4% | +1.9% | +17.5% |
| 3Y | +124.5% | -1.3% | +125.8% | +122.5% |
| 5Y | +138.9% | +27.2% | +111.7% | +132.7% |
| 10Y | +213.3% | +22.7% | +190.5% | +197.3% |
| All | +213.3% | +23.2% | +190.1% | +197.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling