-7.7%
ADP vs EIX
+15.0%
-22.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.5% | -8.0% | -3.3% |
| 7D | -5.5% | +0.9% | -6.4% | -5.4% |
| 30D | -1.2% | -13.5% | +12.3% | -1.3% |
| 3M | +17.9% | -15.3% | +33.1% | +17.6% |
| 6M | +20.3% | -15.3% | +35.7% | +19.9% |
| YTD | +5.8% | +2.7% | +3.1% | +2.6% |
| 1Y | -7.7% | +17.4% | -25.2% | -12.2% |
| All | -7.7% | +15.0% | -22.7% | -12.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling