+273.7%
ELV vs MDY
+177.2%
+96.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | 0.0% |
| 7D | +3.2% | -1.9% | +5.1% | +4.4% |
| 30D | +5.4% | -4.6% | +10.0% | +8.5% |
| 3M | +5.4% | -1.2% | +6.6% | +5.9% |
| 6M | +45.7% | +9.2% | +36.5% | +36.8% |
| YTD | +21.2% | +13.1% | +8.1% | +11.1% |
| 1Y | +35.6% | +13.0% | +22.6% | +24.3% |
| 3Y | -2.0% | +49.2% | -51.2% | -28.1% |
| 5Y | +26.0% | +47.2% | -21.2% | -9.3% |
| All | +273.7% | +177.2% | +96.6% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling