+17.4%
EIX vs A
+16.1%
+1.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.7% | +7.2% | +4.5% |
| 7D | +0.9% | -2.1% | +3.0% | +0.9% |
| 30D | -13.5% | +0.6% | -14.1% | -13.7% |
| 3M | -15.3% | +10.9% | -26.1% | -15.7% |
| 6M | -15.3% | +28.2% | -43.5% | -16.3% |
| YTD | +2.7% | +8.6% | -5.8% | +3.8% |
| 1Y | +17.4% | +15.5% | +1.9% | +17.8% |
| All | +17.4% | +16.1% | +1.3% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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