+16.6%
EIX vs HAS
+66.3%
-49.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | +0.1% | +2.6% |
| 7D | +4.5% | +2.4% | +2.1% | +4.1% |
| 30D | +15.2% | +31.6% | -16.4% | +10.6% |
| 3M | -11.6% | +33.9% | -45.5% | -15.3% |
| 6M | -8.4% | +31.4% | -39.8% | -12.1% |
| YTD | +8.2% | +51.6% | -43.4% | +1.7% |
| 1Y | +16.6% | +65.2% | -48.6% | +7.5% |
| All | +16.6% | +66.3% | -49.7% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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