+11.7%
ELV vs PLTU
+129.7%
-118.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -4.4% | +9.8% | +5.3% |
| 7D | +0.9% | -17.7% | +18.6% | +0.6% |
| 30D | +7.2% | -12.5% | +19.7% | +7.0% |
| 3M | +3.4% | +39.5% | -36.1% | +4.3% |
| 6M | +48.6% | -7.0% | +55.6% | +49.0% |
| YTD | +20.6% | -38.1% | +58.6% | +20.2% |
| 1Y | +38.5% | -36.0% | +74.5% | +38.4% |
| All | +11.7% | +129.7% | -118.0% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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