+452.0%
TEAM vs EIX
+34.9%
+417.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -16.9% | -1.5% | -15.5% | -16.7% |
| 30D | -26.8% | +8.1% | -34.9% | -27.5% |
| 3M | -1.9% | -12.1% | +10.2% | -0.9% |
| 6M | +79.2% | -13.4% | +92.6% | +80.7% |
| YTD | -6.1% | +5.6% | -11.6% | -9.5% |
| 1Y | -2.1% | +7.8% | -9.9% | -6.0% |
| 3Y | -13.6% | +9.8% | -23.4% | -18.7% |
| 5Y | -65.8% | +18.8% | -84.6% | -68.3% |
| All | +452.0% | +34.9% | +417.1% | +402.4% |
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