+35.6%
ELV vs TROW
+4.9%
+30.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +3.2% | -3.2% | +6.4% | +3.9% |
| 30D | +5.4% | -4.6% | +10.0% | +6.4% |
| 3M | +5.4% | -0.7% | +6.0% | +4.5% |
| 6M | +45.7% | +22.2% | +23.5% | +36.1% |
| YTD | +21.2% | +6.6% | +14.6% | +18.5% |
| 1Y | +35.6% | +5.8% | +29.8% | +33.5% |
| All | +35.6% | +4.9% | +30.7% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling