+17.9%
EIX vs HAS
+50.4%
-32.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +1.0% | -0.2% | +1.1% | +1.0% |
| 30D | +9.1% | +31.0% | -21.9% | +3.9% |
| 3M | -10.2% | +30.7% | -40.9% | -14.6% |
| 6M | -11.2% | +23.9% | -35.2% | -14.9% |
| YTD | +4.5% | +48.3% | -43.8% | -3.4% |
| 1Y | +10.9% | +60.2% | -49.3% | +1.0% |
| 3Y | +8.4% | +189.2% | -180.8% | -13.2% |
| All | +17.9% | +50.4% | -32.5% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling