-6.2%
ELV vs GEN
+57.7%
-64.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.4% | -1.0% |
| 7D | -0.3% | -0.7% | +0.4% | -0.2% |
| 30D | +2.0% | +2.6% | -0.7% | +1.6% |
| 3M | -3.5% | +15.8% | -19.3% | -5.4% |
| 6M | +40.2% | +33.1% | +7.1% | +35.0% |
| YTD | +15.8% | +11.3% | +4.5% | +14.2% |
| 1Y | +33.2% | +1.7% | +31.5% | +33.0% |
| 3Y | -6.2% | +58.1% | -64.4% | -11.1% |
| All | -6.2% | +57.7% | -64.0% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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