+10.8%
EIX vs A
+23.5%
-12.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.8% | +1.4% |
| 7D | +0.7% | +4.8% | -4.0% | +0.9% |
| 30D | +8.8% | +5.6% | +3.1% | +9.1% |
| 3M | -10.9% | +23.6% | -34.5% | -10.1% |
| 6M | -10.3% | +56.4% | -66.7% | -8.9% |
| YTD | +5.8% | +33.4% | -27.6% | +8.3% |
| All | +10.8% | +23.5% | -12.8% | +15.0% |
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