+523.5%
ASX vs EIX
+17.1%
+506.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.1% | +6.7% |
| 7D | +0.8% | -2.5% | +3.4% | +1.3% |
| 30D | -20.4% | +7.7% | -28.1% | -21.5% |
| 3M | -2.1% | -12.9% | +10.7% | -0.6% |
| 6M | +8.2% | -12.7% | +20.9% | +9.3% |
| YTD | +137.3% | +5.5% | +131.8% | +128.5% |
| 1Y | +155.0% | +9.4% | +145.6% | +143.2% |
| 3Y | +397.9% | +9.7% | +388.2% | +353.4% |
| All | +523.5% | +17.1% | +506.4% | +436.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling