+3,552.3%
ASX vs EIX
+560.2%
+2,992.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -0.7% | -19.1% | +18.4% | +3.3% |
| 30D | +2.0% | -16.9% | +18.9% | +5.3% |
| 3M | -1.3% | -20.0% | +18.7% | +2.4% |
| 6M | +71.4% | -21.3% | +92.8% | +78.3% |
| YTD | +135.3% | -1.7% | +137.0% | +131.9% |
| 1Y | +267.5% | +9.6% | +257.9% | +251.5% |
| 3Y | +388.5% | -3.7% | +392.2% | +374.0% |
| 5Y | +417.1% | +22.6% | +394.5% | +369.6% |
| 10Y | +872.7% | +17.7% | +855.1% | +756.3% |
| All | +3,552.3% | +560.2% | +2,992.1% | +2,424.5% |
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 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