+2,568.1%
ELV vs BEN
+608.6%
+1,959.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.2% |
| 7D | +1.0% | +6.8% | -5.8% | -1.2% |
| 30D | +0.4% | +18.0% | -17.6% | -4.9% |
| 3M | +8.4% | +7.5% | +0.9% | +5.5% |
| 6M | +8.4% | +14.7% | -6.3% | +3.1% |
| YTD | +24.4% | +56.1% | -31.7% | +6.7% |
| 1Y | +33.5% | +69.6% | -36.1% | +11.5% |
| 3Y | -2.1% | +87.7% | -89.8% | -23.7% |
| 5Y | +5.8% | +28.6% | -22.9% | -9.6% |
| 10Y | +268.9% | +59.8% | +209.1% | +169.8% |
| All | +2,568.1% | +608.6% | +1,959.5% | +1,004.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling