+748.4%
ASX vs EIX
+29.5%
+718.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.5% | +8.9% | +7.0% |
| 7D | -19.9% | +1.0% | -20.9% | -20.1% |
| 30D | -30.9% | +9.1% | -40.0% | -32.3% |
| 3M | -15.1% | -10.2% | -4.8% | -14.0% |
| 6M | -6.5% | -11.2% | +4.8% | -5.5% |
| YTD | +98.4% | +4.5% | +94.0% | +91.9% |
| 1Y | +107.9% | +10.9% | +97.0% | +97.7% |
| 3Y | +325.3% | +8.4% | +316.9% | +296.9% |
| 5Y | +447.3% | +18.0% | +429.3% | +393.7% |
| All | +748.4% | +29.5% | +718.9% | +582.5% |
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 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