+1,895.7%
TER vs EIX
+19.9%
+1,875.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.2% | +6.3% | +4.0% |
| 7D | +12.4% | +4.1% | +8.3% | +11.1% |
| 30D | +5.1% | -15.3% | +20.4% | +8.5% |
| 3M | +4.0% | -18.4% | +22.4% | +8.0% |
| 6M | +29.5% | -16.8% | +46.4% | +33.6% |
| YTD | +98.5% | -0.6% | +99.0% | +92.9% |
| 1Y | +234.1% | +10.7% | +223.4% | +212.3% |
| 3Y | +289.0% | -4.5% | +293.5% | +271.3% |
| 5Y | +228.2% | +24.0% | +204.1% | +185.0% |
| 10Y | +1,895.7% | +22.9% | +1,872.8% | +1,528.6% |
| All | +1,895.7% | +19.9% | +1,875.7% | +1,528.6% |
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