+39.9%
ELV vs TECH
+19.5%
+20.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.8% | +4.9% |
| 7D | +4.8% | +0.1% | +4.7% | +4.8% |
| 30D | +10.1% | +0.2% | +9.8% | +10.1% |
| 3M | +15.4% | +1.0% | +14.4% | +15.3% |
| 6M | +17.7% | +33.3% | -15.5% | +16.9% |
| YTD | +25.7% | +24.2% | +1.5% | +21.1% |
| 1Y | +39.9% | +19.7% | +20.1% | +36.5% |
| All | +39.9% | +19.5% | +20.4% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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