-2.2%
ELV vs FGI
-69.8%
+67.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.4% |
| 7D | -0.3% | +5.2% | -5.4% | -0.3% |
| 30D | +2.0% | +65.2% | -63.2% | +0.9% |
| 3M | -3.5% | +30.2% | -33.7% | -4.3% |
| 6M | +40.2% | +87.8% | -47.6% | +37.0% |
| YTD | +15.8% | +32.5% | -16.6% | +13.8% |
| 1Y | +33.2% | +93.6% | -60.4% | +29.1% |
| 3Y | -6.2% | -2.6% | -3.7% | -8.6% |
| All | -2.2% | -69.8% | +67.6% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FGI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling