+2,500.0%
ELV vs BRKR
+142.4%
+2,357.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | +3.2% | -8.7% | +11.9% | +4.6% |
| 30D | +5.4% | -9.9% | +15.2% | +6.9% |
| 3M | +5.4% | -3.1% | +8.4% | +4.9% |
| 6M | +45.7% | +45.5% | +0.2% | +34.8% |
| YTD | +21.2% | +13.7% | +7.5% | +16.1% |
| 1Y | +35.6% | +67.4% | -31.8% | +21.6% |
| 3Y | -2.0% | -13.2% | +11.2% | -5.3% |
| 5Y | +26.0% | -39.5% | +65.5% | +27.3% |
| 10Y | +278.7% | +153.5% | +125.3% | +203.1% |
| All | +2,500.0% | +142.4% | +2,357.6% | +1,671.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling