+272.1%
ELV vs BEN
+56.6%
+215.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +5.8% |
| 7D | +2.8% | -3.1% | +5.9% | +3.6% |
| 30D | +4.9% | +0.2% | +4.7% | +4.7% |
| 3M | +4.9% | +6.8% | -2.0% | +2.9% |
| 6M | +45.1% | +38.1% | +7.0% | +32.8% |
| YTD | +20.7% | +44.3% | -23.7% | +9.0% |
| 1Y | +35.0% | +42.6% | -7.5% | +22.2% |
| 3Y | -2.4% | +52.3% | -54.7% | -15.5% |
| 5Y | +25.5% | +37.6% | -12.2% | +8.0% |
| All | +272.1% | +56.6% | +215.5% | +171.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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