+4,277.4%
MU vs EIX
+33.0%
+4,244.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -15.2% | +1.0% | -16.2% | -15.5% |
| 30D | -29.5% | +8.9% | -38.4% | -31.2% |
| 3M | -15.8% | -9.8% | -6.0% | -15.1% |
| 6M | -2.9% | -10.2% | +7.3% | -2.4% |
| YTD | +154.2% | +5.9% | +148.3% | +141.0% |
| 1Y | +186.6% | +10.9% | +175.7% | +167.3% |
| 3Y | +871.5% | +10.2% | +861.3% | +784.6% |
| 5Y | +911.7% | +17.0% | +894.6% | +788.8% |
| 10Y | +4,277.4% | +35.1% | +4,242.3% | +3,306.6% |
| All | +4,277.4% | +33.0% | +4,244.4% | +3,306.6% |
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