+271.8%
ELV vs ATI
+1,155.5%
-883.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.7% | +9.1% | +6.0% |
| 7D | +0.9% | -2.7% | +3.6% | +1.2% |
| 30D | +7.2% | -13.5% | +20.7% | +9.5% |
| 3M | +3.4% | +8.5% | -5.1% | +1.6% |
| 6M | +48.6% | +25.2% | +23.4% | +42.0% |
| YTD | +20.6% | +73.4% | -52.8% | +9.0% |
| 1Y | +38.5% | +160.5% | -122.0% | +16.8% |
| 3Y | -2.4% | +347.3% | -349.7% | -27.7% |
| 5Y | +25.3% | +1,049.0% | -1,023.6% | -25.0% |
| All | +271.8% | +1,155.5% | -883.7% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ATI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling