+271.8%
ELV vs EMB
+30.4%
+241.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.2% | +6.0% |
| 7D | +0.9% | -1.1% | +2.0% | +1.7% |
| 30D | +7.2% | -1.1% | +8.2% | +8.0% |
| 3M | +3.4% | -0.8% | +4.2% | +3.9% |
| 6M | +48.6% | -0.1% | +48.7% | +48.3% |
| YTD | +20.6% | +0.4% | +20.1% | +19.9% |
| 1Y | +38.5% | +3.3% | +35.2% | +34.8% |
| 3Y | -2.4% | +29.0% | -31.4% | -21.0% |
| 5Y | +25.3% | +6.3% | +19.0% | +25.1% |
| All | +271.8% | +30.4% | +241.4% | +213.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EMB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling