+41,876.5%
ADI vs EIX
+1,170.2%
+40,706.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.1% |
| 7D | +0.7% | -2.5% | +3.2% | +1.3% |
| 30D | +0.7% | +7.7% | -7.0% | -1.0% |
| 3M | +6.5% | -12.9% | +19.4% | +8.5% |
| 6M | -2.7% | -12.7% | +10.0% | -1.2% |
| YTD | +52.2% | +5.5% | +46.7% | +47.6% |
| 1Y | +77.5% | +9.4% | +68.1% | +70.4% |
| 3Y | +148.8% | +9.7% | +139.1% | +135.1% |
| 5Y | +142.9% | +16.9% | +126.0% | +124.8% |
| 10Y | +653.2% | +34.3% | +618.9% | +553.2% |
| All | +41,876.5% | +1,170.2% | +40,706.3% | +18,141.4% |
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 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