+272.8%
ELV vs RACE
+738.3%
-465.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | +1.1% | +3.9% | -2.8% | 0.0% |
| 30D | +1.3% | +7.4% | -6.1% | -0.7% |
| 3M | +6.6% | +1.6% | +5.0% | +5.9% |
| 6M | +11.6% | +23.3% | -11.8% | +4.3% |
| YTD | +21.1% | +14.7% | +6.4% | +15.0% |
| 1Y | +34.2% | +2.5% | +31.7% | +31.7% |
| 3Y | -2.9% | +28.0% | -30.9% | -14.6% |
| 5Y | +4.6% | +69.8% | -65.2% | -19.0% |
| 10Y | +272.8% | +734.9% | -462.1% | +101.3% |
| All | +272.8% | +738.3% | -465.5% | +101.3% |
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