+2,385.0%
ELV vs RMD
+1,781.9%
+603.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -0.5% |
| 7D | -0.3% | -4.5% | +4.2% | +0.9% |
| 30D | +2.0% | +4.6% | -2.6% | +0.6% |
| 3M | -3.5% | +14.8% | -18.3% | -7.6% |
| 6M | +40.2% | -12.1% | +52.3% | +43.9% |
| YTD | +15.8% | -7.5% | +23.3% | +17.0% |
| 1Y | +33.2% | -20.1% | +53.2% | +40.1% |
| 3Y | -6.2% | +53.9% | -60.1% | -20.8% |
| 5Y | +16.4% | -22.2% | +38.6% | +17.5% |
| 10Y | +259.8% | +268.2% | -8.5% | +126.0% |
| All | +2,385.0% | +1,781.9% | +603.1% | +790.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 all: compounded portfolio wealth divided by compounded RMD 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…
all analysis · Full analysis span regression · 6 months rolling