+252.7%
ELV vs A
+251.1%
+1.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.2% | -0.7% |
| 7D | -2.2% | -4.4% | +2.2% | -0.6% |
| 30D | -0.2% | -2.7% | +2.5% | +0.6% |
| 3M | -6.1% | +7.0% | -13.2% | -8.9% |
| 6M | +42.8% | +24.6% | +18.2% | +29.1% |
| YTD | +14.4% | +7.0% | +7.4% | +9.8% |
| 1Y | +28.6% | +15.6% | +13.0% | +19.3% |
| 3Y | -7.4% | +29.9% | -37.3% | -22.3% |
| 5Y | +14.5% | -15.4% | +29.8% | +16.0% |
| All | +252.7% | +251.1% | +1.6% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling