+257.4%
ELV vs AMC
-99.0%
+356.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.7% | -1.2% |
| 7D | -2.2% | -6.8% | +4.6% | -2.2% |
| 30D | -0.2% | +1.7% | -1.9% | -0.2% |
| 3M | -6.1% | +26.8% | -32.9% | -6.2% |
| 6M | +42.8% | +117.7% | -74.9% | +42.6% |
| YTD | +14.4% | +57.7% | -43.3% | +14.2% |
| 1Y | +28.6% | -12.5% | +41.1% | +28.5% |
| 3Y | -7.4% | -65.7% | +58.3% | -7.5% |
| 5Y | +14.5% | -99.5% | +114.0% | +14.7% |
| 10Y | +257.4% | -99.0% | +356.4% | +241.6% |
| All | +257.4% | -99.0% | +356.4% | +241.6% |
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