+15.3%
ELV vs PLTU
+121.9%
-106.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | -0.1% |
| 7D | +1.0% | +9.0% | -8.1% | +1.1% |
| 30D | +0.4% | -33.0% | +33.4% | -0.2% |
| 3M | +8.4% | -19.0% | +27.3% | +8.2% |
| 6M | +8.4% | +30.4% | -22.0% | +9.6% |
| YTD | +24.4% | -40.2% | +64.5% | +24.1% |
| 1Y | +33.5% | -37.8% | +71.3% | +33.4% |
| All | +15.3% | +121.9% | -106.6% | +19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling