-71.6%
OPEN vs EIX
+34.4%
-106.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.5% | -7.0% | -4.7% |
| 7D | +1.0% | +0.9% | +0.1% | +0.2% |
| 30D | -11.9% | -13.5% | +1.6% | -8.1% |
| 3M | -28.8% | -15.3% | -13.5% | -25.3% |
| 6M | -38.6% | -15.3% | -23.3% | -36.1% |
| YTD | -47.3% | +2.7% | -50.1% | -51.9% |
| 1Y | -49.2% | +17.4% | -66.6% | -57.3% |
| 3Y | -18.8% | -1.3% | -17.4% | -24.6% |
| 5Y | -83.6% | +27.2% | -110.8% | -84.7% |
| All | -71.6% | +34.4% | -106.0% | -73.4% |
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 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