+257.4%
ELV vs PAAS
+218.1%
+39.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.5% |
| 7D | -2.2% | +2.6% | -4.8% | -2.3% |
| 30D | -0.2% | +2.5% | -2.7% | -0.4% |
| 3M | -6.1% | +15.1% | -21.2% | -7.0% |
| 6M | +42.8% | -12.1% | +54.9% | +43.2% |
| YTD | +14.4% | +3.1% | +11.3% | +13.4% |
| 1Y | +28.6% | +50.8% | -22.2% | +24.6% |
| 3Y | -7.4% | +259.5% | -266.9% | -16.2% |
| 5Y | +14.5% | +126.3% | -111.8% | +5.7% |
| 10Y | +257.4% | +239.7% | +17.7% | +218.0% |
| All | +257.4% | +218.1% | +39.3% | +218.0% |
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