+1,726.2%
BE vs ELV
-2.1%
+1,728.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.2% | +6.7% |
| 7D | +9.0% | +3.2% | +5.8% | +9.2% |
| 30D | +16.3% | +5.4% | +10.9% | +16.6% |
| 3M | +10.8% | +5.4% | +5.4% | +11.2% |
| 6M | +73.2% | +45.7% | +27.5% | +76.2% |
| YTD | +217.4% | +21.2% | +196.2% | +217.6% |
| 1Y | +309.8% | +35.6% | +274.2% | +313.5% |
| 3Y | +1,726.2% | -2.0% | +1,728.2% | +1,681.8% |
| All | +1,726.2% | -2.1% | +1,728.3% | +1,681.8% |
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