+21.7%
ELV vs TRGP
+628.1%
-606.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.5% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | +4.9% | +8.0% | -3.1% | +3.9% |
| 3M | +4.9% | +8.3% | -3.4% | +3.8% |
| 6M | +45.1% | +23.9% | +21.2% | +41.0% |
| YTD | +20.7% | +59.6% | -39.0% | +13.3% |
| 1Y | +35.0% | +79.4% | -44.4% | +24.6% |
| 3Y | -2.4% | +269.4% | -271.9% | -24.4% |
| All | +21.7% | +628.1% | -606.4% | -20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling