+271.8%
ELV vs MSI
+601.8%
-330.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.1% |
| 7D | +0.9% | -1.8% | +2.6% | +1.6% |
| 30D | +7.2% | -0.6% | +7.8% | +7.4% |
| 3M | +3.4% | +13.0% | -9.6% | -2.1% |
| 6M | +48.6% | +0.5% | +48.1% | +46.9% |
| YTD | +20.6% | +21.7% | -1.1% | +9.2% |
| 1Y | +38.5% | -2.6% | +41.1% | +38.0% |
| 3Y | -2.4% | +69.7% | -72.1% | -26.3% |
| 5Y | +25.3% | +102.8% | -77.4% | -14.7% |
| All | +271.8% | +601.8% | -330.0% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling