+273.7%
ELV vs APTV
-16.1%
+289.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +3.2% | -5.0% | +8.2% | +4.3% |
| 30D | +5.4% | -6.1% | +11.4% | +6.6% |
| 3M | +5.4% | -33.0% | +38.3% | +13.6% |
| 6M | +45.7% | -35.2% | +80.9% | +56.7% |
| YTD | +21.2% | -40.1% | +61.3% | +32.2% |
| 1Y | +35.6% | -45.6% | +81.2% | +51.0% |
| 3Y | -2.0% | -54.4% | +52.3% | +10.4% |
| 5Y | +26.0% | -68.9% | +94.9% | +50.8% |
| All | +273.7% | -16.1% | +289.8% | +226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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