+4,609.2%
MU vs EIX
+34.4%
+4,574.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +12.0% |
| 7D | +2.0% | -2.5% | +4.6% | +2.7% |
| 30D | -18.0% | +7.7% | -25.7% | -19.7% |
| 3M | -6.6% | -12.9% | +6.3% | -4.8% |
| 6M | +2.0% | -12.7% | +14.7% | +3.3% |
| YTD | +184.5% | +5.5% | +179.0% | +170.0% |
| 1Y | +236.9% | +9.4% | +227.5% | +215.6% |
| 3Y | +987.0% | +9.7% | +977.3% | +890.9% |
| 5Y | +1,014.6% | +16.9% | +997.7% | +879.2% |
| 10Y | +4,609.2% | +34.3% | +4,574.9% | +3,570.6% |
| All | +4,609.2% | +34.4% | +4,574.8% | +3,570.6% |
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