+18.9%
ELV vs TECH
-42.3%
+61.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.2% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | -0.2% | +0.3% | -0.5% | -0.2% |
| 3M | -6.1% | +32.9% | -39.0% | -9.5% |
| 6M | +42.8% | +32.1% | +10.8% | +36.7% |
| YTD | +14.4% | +23.4% | -9.0% | +10.3% |
| 1Y | +28.6% | +34.1% | -5.4% | +22.3% |
| 3Y | -7.4% | +2.2% | -9.6% | -9.9% |
| All | +18.9% | -42.3% | +61.2% | +28.1% |
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