+504.6%
NOW vs EIX
+30.9%
+473.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.6% |
| 7D | -3.1% | +0.7% | -3.8% | -3.2% |
| 30D | -27.0% | +8.8% | -35.8% | -28.1% |
| 3M | -17.7% | -10.9% | -6.8% | -17.0% |
| 6M | +12.7% | -10.3% | +23.0% | +12.9% |
| YTD | -32.9% | +5.8% | -38.8% | -35.8% |
| 1Y | -40.4% | +11.4% | -51.8% | -43.7% |
| 3Y | -17.1% | +11.1% | -28.2% | -23.6% |
| 5Y | -25.7% | +18.5% | -44.2% | -33.1% |
| 10Y | +504.6% | +32.2% | +472.4% | +399.1% |
| All | +504.6% | +30.9% | +473.7% | +399.1% |
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