+1,131.2%
EIX vs HAS
+4,652.9%
-3,521.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.2% |
| 3M | -10.2% | +30.7% | -40.9% | -14.3% |
| 6M | -11.2% | +23.9% | -35.2% | -14.7% |
| YTD | +4.5% | +48.3% | -43.8% | -2.9% |
| 1Y | +10.9% | +60.2% | -49.3% | +1.7% |
| 3Y | +8.4% | +189.2% | -180.8% | -11.1% |
| 5Y | +18.0% | +50.4% | -32.5% | +6.1% |
| 10Y | +30.3% | +104.2% | -73.9% | +7.8% |
| All | +1,131.2% | +4,652.9% | -3,521.7% | +510.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling