+6.1%
EIX vs AHR
+394.2%
-388.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.7% |
| 7D | +1.4% | -0.2% | +1.6% | +1.4% |
| 30D | +8.5% | +10.2% | -1.7% | +6.0% |
| 3M | -13.5% | +8.3% | -21.8% | -15.0% |
| 6M | -12.4% | +13.0% | -25.4% | -14.9% |
| YTD | +5.9% | +24.6% | -18.7% | +0.7% |
| 1Y | +7.6% | +22.2% | -14.6% | +2.6% |
| All | +6.1% | +394.2% | -388.1% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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