-19.5%
NOW vs EIX
+10.1%
-29.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.6% | +3.1% |
| 7D | -5.6% | -2.5% | -3.0% | -5.7% |
| 30D | -26.8% | +7.7% | -34.5% | -26.4% |
| 3M | -19.4% | -12.9% | -6.6% | -19.9% |
| 6M | +12.3% | -12.7% | +25.0% | +11.6% |
| YTD | -32.9% | +5.5% | -38.4% | -34.6% |
| 1Y | -40.3% | +9.4% | -49.7% | -42.0% |
| All | -19.5% | +10.1% | -29.6% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling