+12.8%
EIX vs ACI
-31.5%
+44.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +1.4% | +2.3% | -0.9% | +1.1% |
| 30D | +8.5% | +1.2% | +7.3% | +8.3% |
| 3M | -13.5% | +6.8% | -20.2% | -14.2% |
| 6M | -12.4% | -18.7% | +6.4% | -10.4% |
| YTD | +5.9% | -20.2% | +26.1% | +8.3% |
| 1Y | +7.6% | -23.7% | +31.3% | +10.7% |
| 3Y | +12.8% | -31.6% | +44.4% | +17.6% |
| All | +12.8% | -31.5% | +44.3% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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