+3,354.6%
ASX vs EIX
+611.6%
+2,743.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | -9.1% | +1.0% | -10.1% | -9.4% |
| 30D | -23.6% | +8.9% | -32.4% | -25.1% |
| 3M | -5.6% | -9.8% | +4.2% | -4.4% |
| 6M | +4.7% | -10.2% | +14.9% | +5.7% |
| YTD | +122.6% | +5.9% | +116.6% | +115.6% |
| 1Y | +133.0% | +10.9% | +122.1% | +123.0% |
| 3Y | +367.1% | +10.2% | +356.9% | +339.4% |
| 5Y | +504.7% | +17.0% | +487.7% | +456.2% |
| 10Y | +887.2% | +35.1% | +852.1% | +741.7% |
| All | +3,354.6% | +611.6% | +2,743.1% | +2,246.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling