+22.2%
ELV vs BBY
+1.5%
+20.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | +0.3% |
| 7D | +3.2% | +0.6% | +2.6% | +3.1% |
| 30D | +5.4% | +9.4% | -4.0% | +4.6% |
| 3M | +5.4% | +19.3% | -14.0% | +3.7% |
| 6M | +45.7% | +47.9% | -2.2% | +40.5% |
| YTD | +21.2% | +39.6% | -18.4% | +17.5% |
| 1Y | +35.6% | +22.2% | +13.4% | +32.9% |
| 3Y | -2.0% | +45.0% | -47.0% | -6.8% |
| All | +22.2% | +1.5% | +20.7% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling