+35.0%
ELV vs EAT
+37.8%
-2.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.8% | +5.6% |
| 7D | +2.8% | -7.7% | +10.5% | +3.5% |
| 30D | +4.9% | -13.6% | +18.5% | +6.3% |
| 3M | +4.9% | +33.9% | -29.0% | +2.6% |
| 6M | +45.1% | +47.2% | -2.1% | +40.0% |
| YTD | +20.7% | +48.1% | -27.4% | +16.1% |
| 1Y | +35.0% | +33.7% | +1.3% | +27.3% |
| All | +35.0% | +37.8% | -2.7% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 1y: compounded portfolio wealth divided by compounded EAT 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…
1y analysis · Full analysis span regression · 6 months rolling