+35.1%
ELV vs SPXU
-40.4%
+75.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.0% | -1.6% |
| 7D | +3.3% | -0.1% | +3.4% | +3.3% |
| 30D | +4.2% | +0.8% | +3.3% | +4.3% |
| 3M | -0.1% | -4.7% | +4.6% | -0.3% |
| 6M | +41.3% | -29.6% | +70.9% | +34.0% |
| YTD | +17.4% | -29.9% | +47.3% | +11.5% |
| 1Y | +35.1% | -39.1% | +74.1% | +25.3% |
| All | +35.1% | -40.4% | +75.4% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling