-1.6%
EIX vs AHR
+360.2%
-361.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | +0.8% | -3.0% | +3.8% | +1.5% |
| 30D | -18.8% | +2.6% | -21.4% | -19.1% |
| 3M | -19.7% | +16.0% | -35.7% | -22.2% |
| 6M | -18.2% | +3.1% | -21.3% | -19.0% |
| YTD | -1.7% | +16.0% | -17.8% | -4.9% |
| 1Y | +7.8% | +28.0% | -20.2% | +1.8% |
| All | -1.6% | +360.2% | -361.7% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling