+273.7%
ELV vs TRI
+196.2%
+77.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | 0.0% |
| 7D | +3.2% | -7.9% | +11.1% | +5.6% |
| 30D | +5.4% | -4.5% | +9.9% | +6.4% |
| 3M | +5.4% | +22.1% | -16.7% | -2.9% |
| 6M | +45.7% | -2.8% | +48.5% | +43.5% |
| YTD | +21.2% | -23.4% | +44.6% | +30.1% |
| 1Y | +35.6% | -41.5% | +77.1% | +62.6% |
| 3Y | -2.0% | -19.2% | +17.2% | -2.3% |
| 5Y | +26.0% | -9.4% | +35.4% | +16.1% |
| All | +273.7% | +196.2% | +77.5% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling