+2,419.4%
ELV vs BEN
+576.3%
+1,843.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.3% | -2.9% |
| 7D | +3.3% | +0.2% | +3.1% | +3.2% |
| 30D | +4.2% | -0.5% | +4.7% | +4.2% |
| 3M | -0.1% | +9.7% | -9.8% | -3.2% |
| 6M | +41.3% | +33.9% | +7.4% | +27.9% |
| YTD | +17.4% | +49.0% | -31.5% | +2.6% |
| 1Y | +35.1% | +42.1% | -7.1% | +19.4% |
| 3Y | -3.2% | +51.9% | -55.1% | -19.0% |
| 5Y | +15.6% | +39.0% | -23.4% | -4.3% |
| 10Y | +276.8% | +57.9% | +218.9% | +176.0% |
| All | +2,419.4% | +576.3% | +1,843.0% | +962.0% |
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 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