+32.2%
EIX vs HDB
+61.5%
-29.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.7% |
| 7D | +0.7% | +13.7% | -13.0% | -2.3% |
| 30D | +8.8% | +15.8% | -7.1% | +4.9% |
| 3M | -10.9% | +9.2% | -20.1% | -12.9% |
| 6M | -10.3% | +3.2% | -13.4% | -11.5% |
| YTD | +5.8% | -29.4% | +35.2% | +14.2% |
| 1Y | +11.4% | -27.9% | +39.3% | +19.5% |
| 3Y | +11.1% | -5.9% | +16.9% | +9.5% |
| 5Y | +18.5% | -23.5% | +42.0% | +21.5% |
| 10Y | +32.2% | +61.3% | -29.1% | +10.1% |
| All | +32.2% | +61.5% | -29.3% | +10.1% |
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