+2,475.3%
ELV vs BBY
+593.5%
+1,881.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.9% | +4.9% |
| 7D | +0.4% | +0.7% | -0.3% | +0.3% |
| 30D | +6.7% | +5.8% | +0.9% | +5.5% |
| 3M | +3.0% | +18.0% | -15.0% | -0.5% |
| 6M | +48.0% | +39.8% | +8.1% | +37.6% |
| YTD | +20.0% | +35.4% | -15.4% | +12.2% |
| 1Y | +37.9% | +21.4% | +16.5% | +31.3% |
| 3Y | -2.8% | +39.5% | -42.4% | -12.7% |
| 5Y | +24.8% | -0.5% | +25.3% | +16.8% |
| 10Y | +275.1% | +240.0% | +35.1% | +164.1% |
| All | +2,475.3% | +593.5% | +1,881.7% | +1,254.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling