+50.8%
APH vs EIX
+10.0%
+40.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.9% |
| 7D | +5.0% | -19.1% | +24.1% | +3.4% |
| 30D | -3.9% | -16.9% | +13.0% | -5.0% |
| 3M | +13.0% | -20.0% | +33.0% | +10.8% |
| 6M | +25.2% | -21.3% | +46.5% | +22.5% |
| YTD | +22.9% | -1.7% | +24.6% | +21.7% |
| All | +50.8% | +10.0% | +40.8% | +44.5% |
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 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