+8.4%
EIX vs A
+64.2%
-55.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.7% |
| 7D | +1.0% | -0.1% | +1.0% | +1.0% |
| 30D | +9.1% | +3.4% | +5.8% | +8.7% |
| 3M | -10.2% | +23.8% | -34.1% | -12.9% |
| 6M | -11.2% | +49.0% | -60.2% | -16.5% |
| YTD | +4.5% | +29.4% | -24.9% | +0.8% |
| 1Y | +10.9% | +19.4% | -8.5% | +8.8% |
| 3Y | +8.4% | +66.2% | -57.8% | -3.8% |
| All | +8.4% | +64.2% | -55.8% | -3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling