+6.4%
ELV vs TECH
-41.0%
+47.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | +1.0% | +0.1% | +0.8% | +0.9% |
| 30D | +0.4% | +0.5% | -0.2% | +0.3% |
| 3M | +8.4% | +1.1% | +7.3% | +8.2% |
| 6M | +8.4% | +62.8% | -54.4% | +2.1% |
| YTD | +24.4% | +24.5% | -0.1% | +19.9% |
| 1Y | +33.5% | +20.6% | +12.8% | +29.3% |
| 3Y | -2.1% | +29.5% | -31.6% | -8.4% |
| All | +6.4% | -41.0% | +47.4% | +11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling