+475.8%
ELV vs AMC
-97.7%
+573.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.5% |
| 7D | +1.3% | +2.6% | -1.3% | +1.3% |
| 30D | +5.3% | +9.0% | -3.8% | +5.2% |
| 3M | +9.2% | +22.2% | -13.0% | +9.1% |
| 6M | +14.5% | +91.5% | -76.9% | +14.2% |
| YTD | +23.2% | +101.3% | -78.1% | +22.7% |
| 1Y | +38.0% | +20.8% | +17.3% | +37.7% |
| 3Y | -1.5% | -71.3% | +69.8% | -1.5% |
| 5Y | +8.5% | -99.2% | +107.7% | +9.3% |
| 10Y | +309.5% | -98.7% | +408.2% | +318.1% |
| All | +475.8% | -97.7% | +573.5% | +416.8% |
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