-16.6%
APP vs EIX
-11.9%
-4.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.5% | +12.3% | +9.7% |
| 7D | +71.2% | +1.0% | +70.2% | +71.1% |
| 30D | +39.1% | +9.1% | +30.0% | +39.6% |
| 3M | +16.5% | -10.2% | +26.8% | +17.6% |
| 6M | -16.6% | -11.2% | -5.3% | -12.6% |
| All | -16.6% | -11.9% | -4.6% | -12.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling