+16.6%
EIX vs AS
+3.3%
+13.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.1% | -2.0% | +2.8% |
| 7D | +4.5% | +13.8% | -9.3% | +3.7% |
| 30D | +15.2% | +16.7% | -1.5% | +14.1% |
| 3M | -11.6% | -11.5% | -0.1% | -11.3% |
| 6M | -8.4% | -5.5% | -2.8% | -8.6% |
| YTD | +8.2% | -14.2% | +22.4% | +7.0% |
| 1Y | +16.6% | +2.1% | +14.5% | +14.7% |
| All | +16.6% | +3.3% | +13.3% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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