+65.1%
RSP vs EIX
+10.6%
+54.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +2.4% | +1.4% | +1.0% | +2.1% |
| 30D | +4.3% | +8.5% | -4.3% | +3.0% |
| 3M | -0.3% | -13.5% | +13.1% | +1.4% |
| 6M | +9.8% | -12.4% | +22.2% | +11.1% |
| YTD | +16.8% | +5.9% | +10.9% | +12.7% |
| 1Y | +19.5% | +7.6% | +11.9% | +14.8% |
| 3Y | +65.1% | +12.8% | +52.4% | +48.2% |
| All | +65.1% | +10.6% | +54.6% | +48.2% |
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