-7.5%
ELV vs TRGP
+261.7%
-269.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | -2.2% | -0.7% | -1.5% | -2.2% |
| 30D | -0.2% | +9.5% | -9.7% | -0.4% |
| 3M | -6.1% | +10.8% | -16.9% | -6.3% |
| 6M | +42.8% | +25.3% | +17.5% | +42.1% |
| YTD | +14.4% | +60.3% | -45.9% | +13.0% |
| 1Y | +28.6% | +84.6% | -55.9% | +26.4% |
| All | -7.5% | +261.7% | -269.2% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 3y: compounded portfolio wealth divided by compounded TRGP 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…
3y analysis · Full analysis span regression · 6 months rolling