+26.1%
PAAS vs EIX
+18.9%
+7.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.1% | +5.2% | +8.0% |
| 7D | -1.1% | +4.5% | -5.6% | -1.5% |
| 30D | -8.5% | +15.2% | -23.7% | -9.5% |
| 3M | -7.3% | -11.6% | +4.3% | -6.2% |
| 6M | -18.3% | -8.4% | -9.9% | -18.4% |
| YTD | -19.2% | +8.2% | -27.4% | -21.5% |
| 1Y | +26.1% | +16.6% | +9.6% | +14.8% |
| All | +26.1% | +18.9% | +7.2% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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