+273.7%
ELV vs BRKR
+155.3%
+118.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | +3.2% | -8.7% | +11.9% | +5.2% |
| 30D | +5.4% | -9.9% | +15.2% | +7.5% |
| 3M | +5.4% | -3.1% | +8.4% | +4.5% |
| 6M | +45.7% | +45.5% | +0.2% | +29.5% |
| YTD | +21.2% | +13.7% | +7.5% | +13.7% |
| 1Y | +35.6% | +67.4% | -31.8% | +14.3% |
| 3Y | -2.0% | -13.2% | +11.2% | -7.2% |
| 5Y | +26.0% | -39.5% | +65.5% | +31.0% |
| All | +273.7% | +155.3% | +118.4% | +138.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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