+1,218.8%
URI vs EIX
+30.9%
+1,187.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.3% | +5.6% | +6.4% |
| 7D | -4.0% | +0.7% | -4.7% | -4.3% |
| 30D | +6.8% | +8.8% | -2.0% | +3.5% |
| 3M | -2.8% | -10.9% | +8.1% | -1.0% |
| 6M | +20.9% | -10.3% | +31.1% | +21.8% |
| YTD | +40.2% | +5.8% | +34.4% | +31.2% |
| 1Y | +34.1% | +11.4% | +22.7% | +22.6% |
| 3Y | +164.1% | +11.1% | +153.1% | +134.1% |
| 5Y | +199.3% | +18.5% | +180.9% | +154.0% |
| 10Y | +1,218.8% | +32.2% | +1,186.6% | +986.4% |
| All | +1,218.8% | +30.9% | +1,187.9% | +986.4% |
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