+4,271.9%
MU vs EIX
+30.9%
+4,240.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.3% | +5.0% | +5.9% |
| 7D | -12.0% | +0.7% | -12.8% | -12.3% |
| 30D | -28.7% | +8.8% | -37.5% | -30.4% |
| 3M | -16.4% | -10.9% | -5.5% | -15.4% |
| 6M | -1.8% | -10.3% | +8.5% | -1.3% |
| YTD | +157.1% | +5.8% | +151.2% | +143.8% |
| 1Y | +208.5% | +11.4% | +197.1% | +187.3% |
| 3Y | +906.2% | +11.1% | +895.1% | +813.7% |
| 5Y | +893.4% | +18.5% | +874.9% | +768.9% |
| 10Y | +4,271.9% | +32.2% | +4,239.6% | +3,295.7% |
| All | +4,271.9% | +30.9% | +4,240.9% | +3,295.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling