+35.0%
ELV vs BEN
+45.3%
-10.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +5.8% |
| 7D | +2.8% | -3.1% | +5.9% | +3.4% |
| 30D | +4.9% | +0.2% | +4.7% | +4.8% |
| 3M | +4.9% | +6.8% | -2.0% | +3.1% |
| 6M | +45.1% | +38.1% | +7.0% | +33.8% |
| YTD | +20.7% | +44.3% | -23.7% | +9.0% |
| 1Y | +35.0% | +42.6% | -7.5% | +23.3% |
| All | +35.0% | +45.3% | -10.3% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling