+2,419.4%
ELV vs GEN
+1,148.7%
+1,270.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.3% |
| 7D | +3.3% | -1.2% | +4.5% | +3.5% |
| 30D | +4.2% | +10.1% | -6.0% | +2.1% |
| 3M | -0.1% | +16.1% | -16.2% | -3.2% |
| 6M | +41.3% | +38.9% | +2.4% | +31.3% |
| YTD | +17.4% | +14.4% | +3.0% | +13.3% |
| 1Y | +35.1% | +5.9% | +29.2% | +32.1% |
| 3Y | -3.2% | +58.8% | -62.0% | -14.1% |
| 5Y | +15.6% | +24.7% | -9.1% | +6.0% |
| 10Y | +276.8% | +163.1% | +113.7% | +182.3% |
| All | +2,419.4% | +1,148.7% | +1,270.7% | +1,316.3% |
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