+271.8%
ELV vs ESI
+310.7%
-38.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -4.5% | +9.9% | +6.5% |
| 7D | +0.9% | -2.3% | +3.2% | +1.3% |
| 30D | +7.2% | -9.0% | +16.2% | +9.3% |
| 3M | +3.4% | -13.3% | +16.7% | +5.7% |
| 6M | +48.6% | +5.3% | +43.3% | +43.3% |
| YTD | +20.6% | +37.6% | -17.0% | +8.0% |
| 1Y | +38.5% | +33.6% | +4.9% | +24.6% |
| 3Y | -2.4% | +75.8% | -78.2% | -21.3% |
| 5Y | +25.3% | +68.6% | -43.2% | -0.7% |
| All | +271.8% | +310.7% | -38.9% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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