+12.8%
TEAM vs EIX
+7.5%
+5.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.5% | -2.4% |
| 7D | -0.4% | -19.1% | +18.7% | -4.9% |
| 30D | +67.3% | -16.9% | +84.2% | +61.2% |
| 3M | +86.8% | -20.0% | +106.8% | +76.8% |
| 6M | +146.8% | -21.3% | +168.1% | +134.0% |
| YTD | +16.9% | -1.7% | +18.6% | +13.4% |
| 1Y | +12.8% | +9.6% | +3.2% | +6.8% |
| All | +12.8% | +7.5% | +5.3% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling