+21.7%
ELV vs INDA
+5.7%
+16.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.6% |
| 7D | +2.8% | -2.7% | +5.4% | +3.7% |
| 30D | +4.9% | -2.8% | +7.7% | +5.9% |
| 3M | +4.9% | +1.6% | +3.3% | +4.2% |
| 6M | +45.1% | -1.4% | +46.5% | +45.2% |
| YTD | +20.7% | -10.1% | +30.8% | +25.0% |
| 1Y | +35.0% | -8.8% | +43.8% | +38.9% |
| 3Y | -2.4% | +7.6% | -10.0% | -7.0% |
| All | +21.7% | +5.7% | +16.0% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling