+7,210.0%
URI vs EIX
+484.6%
+6,725.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +1.9% |
| 7D | -9.8% | +1.0% | -10.8% | -10.1% |
| 30D | +1.7% | +9.1% | -7.4% | -0.9% |
| 3M | -9.1% | -10.2% | +1.2% | -7.9% |
| 6M | +9.9% | -11.2% | +21.1% | +11.1% |
| YTD | +31.2% | +4.5% | +26.7% | +26.0% |
| 1Y | +25.9% | +10.9% | +15.1% | +18.7% |
| 3Y | +147.4% | +8.4% | +139.0% | +130.8% |
| 5Y | +179.7% | +18.0% | +161.8% | +153.1% |
| 10Y | +1,419.5% | +30.3% | +1,389.3% | +1,198.3% |
| All | +7,210.0% | +484.6% | +6,725.4% | +4,338.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling