+39.9%
ELV vs AMCR
+32.3%
+7.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.3% | +1.7% | +4.6% |
| 7D | +4.8% | +6.2% | -1.4% | +4.1% |
| 30D | +10.1% | +16.0% | -6.0% | +8.5% |
| 3M | +15.4% | +4.4% | +11.0% | +14.8% |
| 6M | +17.7% | +35.5% | -17.8% | +13.2% |
| YTD | +25.7% | +21.5% | +4.2% | +23.4% |
| 1Y | +39.9% | +30.7% | +9.1% | +36.2% |
| All | +39.9% | +32.3% | +7.6% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling