+514.0%
NOW vs EIX
+35.3%
+478.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +0.3% | +1.4% | -1.1% | +0.1% |
| 30D | -27.0% | +8.5% | -35.5% | -28.0% |
| 3M | -19.6% | -13.5% | -6.2% | -18.5% |
| 6M | +17.5% | -12.4% | +29.8% | +18.2% |
| YTD | -33.3% | +5.9% | -39.2% | -36.1% |
| 1Y | -39.8% | +7.6% | -47.4% | -42.7% |
| 3Y | -19.9% | +12.8% | -32.7% | -26.4% |
| 5Y | -26.1% | +19.2% | -45.3% | -33.5% |
| All | +514.0% | +35.3% | +478.7% | +411.3% |
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 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