+255.8%
ELV vs PAAS
+205.7%
+50.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | +1.0% | -8.9% | +9.9% | +1.4% |
| 30D | +0.4% | -11.4% | +11.8% | +0.9% |
| 3M | +8.4% | -20.4% | +28.8% | +9.5% |
| 6M | +8.4% | -40.7% | +49.1% | +11.1% |
| YTD | +24.4% | -26.9% | +51.3% | +25.4% |
| 1Y | +33.5% | -3.1% | +36.6% | +32.4% |
| 3Y | -2.1% | +199.3% | -201.3% | -10.8% |
| 5Y | +5.8% | +48.3% | -42.5% | -0.2% |
| All | +255.8% | +205.7% | +50.1% | +218.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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