+35.9%
EIX vs HDB
+63.5%
-27.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +1.4% | +2.7% | -1.4% | +0.7% |
| 30D | +8.5% | +14.1% | -5.6% | +5.1% |
| 3M | -13.5% | +11.8% | -25.3% | -15.9% |
| 6M | -12.4% | +8.2% | -20.5% | -14.5% |
| YTD | +5.9% | -29.3% | +35.2% | +14.2% |
| 1Y | +7.6% | -28.8% | +36.4% | +15.8% |
| 3Y | +12.8% | -7.5% | +20.2% | +11.7% |
| 5Y | +19.2% | -23.1% | +42.3% | +22.1% |
| All | +35.9% | +63.5% | -27.7% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling