+2,568.1%
ELV vs GEN
+1,138.5%
+1,429.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.5% |
| 7D | +1.0% | +2.0% | -1.1% | +0.5% |
| 30D | +0.4% | +27.7% | -27.4% | -4.5% |
| 3M | +8.4% | +3.3% | +5.1% | +7.0% |
| 6M | +8.4% | +31.8% | -23.4% | +1.8% |
| YTD | +24.4% | +13.5% | +10.9% | +19.4% |
| 1Y | +33.5% | +16.0% | +17.5% | +27.6% |
| 3Y | -2.1% | +70.6% | -72.7% | -14.7% |
| 5Y | +5.8% | +32.1% | -26.3% | -4.7% |
| 10Y | +268.9% | +153.4% | +115.5% | +177.1% |
| All | +2,568.1% | +1,138.5% | +1,429.6% | +1,393.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling