+6.8%
NOW vs EIX
+22.8%
-15.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.0% |
| 7D | -2.4% | -19.1% | +16.7% | -0.9% |
| 30D | +20.5% | -16.9% | +37.4% | +21.8% |
| 3M | +18.3% | -20.0% | +38.4% | +19.8% |
| 6M | +24.1% | -21.3% | +45.4% | +25.4% |
| YTD | -7.8% | -1.7% | -6.1% | -11.5% |
| 1Y | -21.4% | +9.6% | -31.0% | -26.8% |
| 3Y | +19.5% | -3.7% | +23.2% | +10.9% |
| All | +6.8% | +22.8% | -15.9% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling