-14.6%
TEAM vs EIX
0.0%
-14.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.5% | -11.5% | -7.0% |
| 7D | -5.7% | +0.9% | -6.6% | -5.7% |
| 30D | +18.3% | -13.5% | +31.9% | +18.8% |
| 3M | +80.2% | -15.3% | +95.5% | +80.3% |
| 6M | +111.0% | -15.3% | +126.3% | +110.3% |
| YTD | +8.8% | +2.7% | +6.1% | +3.2% |
| 1Y | +2.2% | +17.4% | -15.3% | -6.8% |
| 3Y | -14.6% | -1.3% | -13.3% | -24.1% |
| All | -14.6% | 0.0% | -14.6% | -24.1% |
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