+2,926.4%
V vs EIX
+127.3%
+2,799.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -1.7% | -19.1% | +17.4% | +3.8% |
| 30D | +2.0% | -16.9% | +18.9% | +6.5% |
| 3M | +17.4% | -20.0% | +37.4% | +23.8% |
| 6M | +17.5% | -21.3% | +38.8% | +24.3% |
| YTD | +7.6% | -1.7% | +9.3% | +4.7% |
| 1Y | +7.7% | +9.6% | -1.8% | +0.5% |
| 3Y | +54.7% | -3.7% | +58.3% | +47.0% |
| 5Y | +73.0% | +22.6% | +50.4% | +47.4% |
| 10Y | +390.9% | +17.7% | +373.2% | +294.5% |
| All | +2,926.4% | +127.3% | +2,799.1% | +1,353.5% |
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