+256.0%
ELV vs RACE
+717.8%
-461.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | +0.8% |
| 7D | -0.5% | -4.0% | +3.5% | +0.6% |
| 30D | +1.1% | +3.5% | -2.5% | +0.1% |
| 3M | +8.2% | -0.4% | +8.6% | +8.1% |
| 6M | +10.2% | +23.2% | -12.9% | +3.1% |
| YTD | +24.4% | +11.0% | +13.4% | +19.3% |
| 1Y | +33.8% | -2.2% | +36.1% | +33.1% |
| 3Y | -1.4% | +22.5% | -23.9% | -12.2% |
| 5Y | +5.8% | +63.2% | -57.3% | -17.2% |
| All | +256.0% | +717.8% | -461.8% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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