-8.0%
BA vs EIX
+7.5%
-15.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | +1.2% | -19.1% | +20.3% | +2.1% |
| 30D | -11.6% | -16.9% | +5.3% | -11.1% |
| 3M | -2.4% | -20.0% | +17.6% | -1.4% |
| 6M | -6.6% | -21.3% | +14.7% | -5.9% |
| YTD | -2.2% | -1.7% | -0.5% | -0.7% |
| 1Y | -8.0% | +9.6% | -17.6% | -7.2% |
| All | -8.0% | +7.5% | -15.5% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling