+481.2%
ELV vs AMC
-97.5%
+578.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +1.0% | +2.7% |
| 7D | +3.8% | +5.5% | -1.6% | +3.8% |
| 30D | +4.1% | +16.1% | -12.0% | +4.0% |
| 3M | +8.5% | +43.0% | -34.5% | +8.3% |
| 6M | +14.6% | +130.7% | -116.1% | +14.1% |
| YTD | +24.4% | +121.8% | -97.4% | +23.8% |
| 1Y | +44.2% | +40.7% | +3.6% | +43.8% |
| 3Y | -1.4% | -56.8% | +55.4% | -1.5% |
| 5Y | +8.8% | -99.1% | +107.9% | +9.5% |
| 10Y | +268.4% | -98.7% | +367.0% | +280.3% |
| All | +481.2% | -97.5% | +578.7% | +421.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling