+1,972.6%
NOW vs EIX
+121.7%
+1,850.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | 0.0% |
| 7D | -3.0% | +1.0% | -4.0% | -3.1% |
| 30D | -26.0% | +9.1% | -35.2% | -27.1% |
| 3M | -13.1% | -10.2% | -2.9% | -12.5% |
| 6M | +14.5% | -11.2% | +25.8% | +14.9% |
| YTD | -33.4% | +4.5% | -37.9% | -36.0% |
| 1Y | -40.6% | +10.9% | -51.5% | -43.7% |
| 3Y | -16.3% | +8.4% | -24.7% | -21.9% |
| 5Y | -26.3% | +18.0% | -44.3% | -33.1% |
| 10Y | +512.7% | +30.3% | +482.4% | +423.4% |
| All | +1,972.6% | +121.7% | +1,850.8% | +1,356.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling