+72.2%
V vs EIX
+22.8%
+49.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.1% |
| 7D | -1.7% | -19.1% | +17.4% | +1.6% |
| 30D | +2.0% | -16.9% | +18.9% | +4.6% |
| 3M | +17.4% | -20.0% | +37.4% | +21.2% |
| 6M | +17.5% | -21.3% | +38.8% | +21.6% |
| YTD | +7.6% | -1.7% | +9.3% | +5.0% |
| 1Y | +7.7% | +9.6% | -1.8% | +2.0% |
| 3Y | +54.7% | -3.7% | +58.3% | +48.0% |
| All | +72.2% | +22.8% | +49.4% | +54.4% |
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 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