-4.9%
ELV vs HAS
+49.2%
-54.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.7% |
| 7D | +3.3% | -1.8% | +5.1% | +3.5% |
| 30D | +4.2% | +2.3% | +1.9% | +3.9% |
| 3M | -0.1% | +10.4% | -10.4% | -0.9% |
| 6M | +41.3% | -3.2% | +44.5% | +41.3% |
| YTD | +17.4% | +15.4% | +2.0% | +15.9% |
| 1Y | +35.1% | +18.8% | +16.3% | +33.0% |
| All | -4.9% | +49.2% | -54.1% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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