+18.3%
NOW vs EIX
-3.3%
+21.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -2.9% |
| 7D | -2.4% | -19.1% | +16.7% | -3.1% |
| 30D | +20.5% | -16.9% | +37.4% | +19.6% |
| 3M | +18.3% | -20.0% | +38.4% | +17.1% |
| 6M | +24.1% | -21.3% | +45.4% | +22.9% |
| YTD | -7.8% | -1.7% | -6.1% | -10.7% |
| 1Y | -21.4% | +9.6% | -31.0% | -25.0% |
| All | +18.3% | -3.3% | +21.6% | +8.2% |
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