+10.7%
EIX vs HDB
-37.2%
+47.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -3.1% |
| 7D | +4.1% | -4.9% | +8.9% | +4.4% |
| 30D | -15.3% | -5.8% | -9.5% | -15.0% |
| 3M | -18.4% | -5.2% | -13.2% | -18.1% |
| 6M | -16.8% | -25.7% | +8.9% | -16.2% |
| YTD | -0.6% | -39.6% | +39.0% | +1.5% |
| 1Y | +10.7% | -36.9% | +47.6% | +12.7% |
| All | +10.7% | -37.2% | +47.9% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling