+146.5%
ASX vs EIX
+18.9%
+127.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.1% | -7.1% | -4.1% |
| 7D | -14.6% | +4.5% | -19.1% | -14.8% |
| 30D | -21.1% | +15.2% | -36.3% | -21.7% |
| 3M | -3.1% | -11.6% | +8.5% | -3.5% |
| 6M | +17.4% | -8.4% | +25.7% | +16.5% |
| YTD | +135.3% | +8.2% | +127.1% | +136.3% |
| 1Y | +146.5% | +16.6% | +129.9% | +147.2% |
| All | +146.5% | +18.9% | +127.6% | +147.2% |
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