+79.4%
AMZN vs ELV
-2.1%
+81.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.9% |
| 7D | -0.7% | +3.2% | -3.9% | -0.7% |
| 30D | -3.9% | +5.4% | -9.3% | -4.0% |
| 3M | +6.3% | +5.4% | +1.0% | +6.1% |
| 6M | +20.8% | +45.7% | -25.0% | +19.9% |
| YTD | +11.2% | +21.2% | -10.0% | +10.4% |
| 1Y | +11.7% | +35.6% | -23.9% | +10.8% |
| 3Y | +79.4% | -2.0% | +81.4% | +75.8% |
| All | +79.4% | -2.1% | +81.6% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 3y: compounded portfolio wealth divided by compounded ELV 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…
3y analysis · Full analysis span regression · 6 months rolling