+44.5%
AAPL vs EIX
+9.7%
+34.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.7% |
| 7D | -0.5% | +0.8% | -1.3% | -0.6% |
| 30D | +7.1% | -18.8% | +25.9% | +8.4% |
| 3M | +12.1% | -19.7% | +31.8% | +14.8% |
| 6M | +25.4% | -18.2% | +43.7% | +28.5% |
| YTD | +20.5% | -1.7% | +22.2% | +23.3% |
| 1Y | +44.5% | +7.8% | +36.8% | +47.2% |
| All | +44.5% | +9.7% | +34.8% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling