+22.2%
ELV vs BEN
+36.0%
-13.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +3.2% | -3.1% | +6.3% | +3.6% |
| 30D | +5.4% | +0.2% | +5.2% | +5.3% |
| 3M | +5.4% | +6.8% | -1.5% | +4.3% |
| 6M | +45.7% | +38.1% | +7.6% | +39.2% |
| YTD | +21.2% | +44.3% | -23.1% | +15.0% |
| 1Y | +35.6% | +42.6% | -7.0% | +28.7% |
| 3Y | -2.0% | +52.3% | -54.3% | -8.7% |
| All | +22.2% | +36.0% | -13.8% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling