+252.7%
ELV vs BN
+268.0%
-15.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.7% | -0.6% |
| 7D | -2.2% | -3.0% | +0.8% | -1.2% |
| 30D | -0.2% | -13.0% | +12.8% | +4.4% |
| 3M | -6.1% | -15.2% | +9.1% | -1.0% |
| 6M | +42.8% | -5.9% | +48.7% | +44.3% |
| YTD | +14.4% | -15.8% | +30.2% | +19.6% |
| 1Y | +28.6% | -12.2% | +40.8% | +32.0% |
| 3Y | -7.4% | +72.2% | -79.6% | -30.7% |
| 5Y | +14.5% | +33.2% | -18.7% | -7.0% |
| All | +252.7% | +268.0% | -15.3% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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