+842.6%
ASX vs EIX
+30.9%
+811.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.3% | +7.3% | +8.3% |
| 7D | -12.3% | +0.7% | -13.0% | -12.4% |
| 30D | -26.0% | +8.8% | -34.7% | -27.4% |
| 3M | -8.1% | -10.9% | +2.8% | -6.7% |
| 6M | +1.4% | -10.3% | +11.7% | +2.2% |
| YTD | +115.6% | +5.8% | +109.7% | +107.9% |
| 1Y | +128.0% | +11.4% | +116.7% | +116.8% |
| 3Y | +371.4% | +11.1% | +360.3% | +337.4% |
| 5Y | +469.4% | +18.5% | +450.9% | +413.5% |
| 10Y | +842.6% | +32.2% | +810.4% | +654.2% |
| All | +842.6% | +30.9% | +811.7% | +654.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling