-2.1%
ELV vs DAR
+33.7%
-35.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.1% |
| 7D | +1.0% | +11.6% | -10.6% | +0.3% |
| 30D | +0.4% | -10.2% | +10.6% | +1.0% |
| 3M | +8.4% | -14.8% | +23.2% | +9.3% |
| 6M | +8.4% | -10.1% | +18.5% | +8.8% |
| YTD | +24.4% | +55.5% | -31.2% | +19.9% |
| 1Y | +33.5% | +61.7% | -28.2% | +28.3% |
| 3Y | -2.1% | +37.2% | -39.2% | -4.7% |
| All | -2.1% | +33.7% | -35.8% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling