+738.6%
IVV vs EIX
+591.2%
+147.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +0.9% |
| 7D | -2.7% | +1.0% | -3.7% | -2.9% |
| 30D | -5.4% | +9.1% | -14.5% | -7.3% |
| 3M | -4.1% | -10.2% | +6.2% | -2.9% |
| 6M | +0.7% | -11.2% | +12.0% | +1.9% |
| YTD | +8.7% | +4.5% | +4.3% | +5.4% |
| 1Y | +11.0% | +10.9% | +0.1% | +5.9% |
| 3Y | +75.4% | +8.4% | +67.0% | +65.2% |
| 5Y | +68.3% | +18.0% | +50.4% | +54.3% |
| 10Y | +315.5% | +30.3% | +285.3% | +258.9% |
| All | +738.6% | +591.2% | +147.4% | +426.7% |
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