+79.0%
ELV vs ACI
+21.2%
+57.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | +0.2% |
| 7D | +3.2% | -3.7% | +6.9% | +3.6% |
| 30D | +5.4% | +0.6% | +4.8% | +5.3% |
| 3M | +5.4% | -20.3% | +25.7% | +7.4% |
| 6M | +45.7% | -24.7% | +70.4% | +49.2% |
| YTD | +21.2% | -27.2% | +48.4% | +24.5% |
| 1Y | +35.6% | -32.7% | +68.3% | +40.2% |
| 3Y | -2.0% | -43.9% | +41.9% | +2.7% |
| 5Y | +26.0% | -38.9% | +64.9% | +30.3% |
| All | +79.0% | +21.2% | +57.8% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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