+236.7%
EDN price history and return analytics
+65.7%
+171.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.2% | -3.5% |
| 7D | -0.5% | -1.1% | +0.6% | +0.8% |
| 30D | +7.8% | -1.0% | +8.8% | +9.1% |
| 3M | -13.7% | +3.2% | -16.9% | -16.9% |
| 6M | -12.3% | +12.5% | -24.8% | -24.1% |
| YTD | -18.3% | +14.1% | -32.4% | -30.1% |
| 1Y | +35.8% | +18.9% | +16.9% | +11.6% |
| 3Y | +108.3% | +74.1% | +34.3% | +18.6% |
| All | +236.7% | +65.7% | +171.0% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling