+256.0%
ELV vs AMC
-98.8%
+354.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.1% |
| 7D | -0.5% | +8.4% | -8.9% | -0.5% |
| 30D | +1.1% | +9.2% | -8.1% | +1.1% |
| 3M | +8.2% | +32.0% | -23.8% | +8.1% |
| 6M | +10.2% | +149.3% | -139.0% | +10.0% |
| YTD | +24.4% | +114.1% | -89.7% | +24.2% |
| 1Y | +33.8% | +35.8% | -1.9% | +33.6% |
| 3Y | -1.4% | -58.3% | +56.9% | -1.5% |
| 5Y | +5.8% | -99.2% | +105.0% | +5.9% |
| All | +256.0% | -98.8% | +354.7% | +236.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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