+3,310.4%
V vs EIX
+141.7%
+3,168.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.8% |
| 7D | +2.2% | +1.0% | +1.2% | +1.9% |
| 30D | +13.6% | +9.1% | +4.5% | +10.4% |
| 3M | +14.3% | -10.2% | +24.5% | +16.1% |
| 6M | +33.1% | -11.2% | +44.3% | +35.2% |
| YTD | +21.2% | +4.5% | +16.8% | +15.4% |
| 1Y | +26.4% | +10.9% | +15.6% | +17.7% |
| 3Y | +77.6% | +8.4% | +69.2% | +61.8% |
| 5Y | +102.6% | +18.0% | +84.6% | +75.8% |
| 10Y | +464.4% | +30.3% | +434.1% | +336.1% |
| All | +3,310.4% | +141.7% | +3,168.7% | +1,502.8% |
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