+213.1%
URI vs EIX
+16.9%
+196.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.3% |
| 7D | +2.6% | -2.5% | +5.1% | +3.3% |
| 30D | +9.1% | +7.7% | +1.4% | +6.8% |
| 3M | +1.0% | -12.9% | +13.8% | +3.4% |
| 6M | +23.3% | -12.7% | +36.0% | +25.3% |
| YTD | +43.3% | +5.5% | +37.9% | +34.5% |
| 1Y | +35.9% | +9.4% | +26.6% | +25.6% |
| 3Y | +158.6% | +9.7% | +149.0% | +128.4% |
| 5Y | +213.1% | +16.9% | +196.2% | +155.3% |
| All | +213.1% | +16.9% | +196.2% | +155.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling