+273.7%
ELV vs IT
+103.1%
+170.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.7% | -0.7% |
| 7D | +3.2% | -3.7% | +6.9% | +4.0% |
| 30D | +5.4% | +0.1% | +5.3% | +5.1% |
| 3M | +5.4% | +20.7% | -15.3% | -1.2% |
| 6M | +45.7% | +12.0% | +33.7% | +38.1% |
| YTD | +21.2% | -28.8% | +50.0% | +29.2% |
| 1Y | +35.6% | -25.5% | +61.1% | +41.6% |
| 3Y | -2.0% | -48.8% | +46.7% | +10.4% |
| 5Y | +26.0% | -42.7% | +68.7% | +32.2% |
| All | +273.7% | +103.1% | +170.7% | +153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded IT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling