-4.6%
BA vs EIX
-3.3%
-1.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | +1.2% | -19.1% | +20.3% | +3.5% |
| 30D | -11.6% | -16.9% | +5.3% | -10.1% |
| 3M | -2.4% | -20.0% | +17.6% | -0.2% |
| 6M | -6.6% | -21.3% | +14.7% | -4.4% |
| YTD | -2.2% | -1.7% | -0.5% | -3.5% |
| 1Y | -8.0% | +9.6% | -17.6% | -11.1% |
| All | -4.6% | -3.3% | -1.3% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling