+679.4%
ELV vs SSNC
+1,021.3%
-341.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.8% |
| 7D | -2.2% | -3.9% | +1.7% | -0.9% |
| 30D | -0.2% | -0.2% | 0.0% | -0.2% |
| 3M | -6.1% | +15.9% | -22.0% | -11.1% |
| 6M | +42.8% | +7.5% | +35.4% | +38.4% |
| YTD | +14.4% | -8.2% | +22.6% | +16.4% |
| 1Y | +28.6% | -9.3% | +37.9% | +31.2% |
| 3Y | -7.4% | +48.5% | -55.9% | -21.6% |
| 5Y | +14.5% | +16.0% | -1.5% | +4.0% |
| 10Y | +257.4% | +169.2% | +88.3% | +139.6% |
| All | +679.4% | +1,021.3% | -341.8% | +214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded SSNC 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling