+502.9%
TEAM vs EIX
+19.9%
+483.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.9% | +1.2% |
| 7D | -4.7% | +4.1% | -8.7% | -5.2% |
| 30D | +17.0% | -15.3% | +32.4% | +18.8% |
| 3M | +85.9% | -18.4% | +104.3% | +89.2% |
| 6M | +116.7% | -16.8% | +133.5% | +118.9% |
| YTD | +9.6% | -0.6% | +10.2% | +6.5% |
| 1Y | -2.5% | +10.7% | -13.2% | -7.6% |
| 3Y | -14.0% | -4.5% | -9.5% | -17.2% |
| 5Y | -53.1% | +24.0% | -77.1% | -56.7% |
| 10Y | +502.9% | +22.9% | +480.0% | +435.7% |
| All | +502.9% | +19.9% | +483.0% | +435.7% |
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 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