+7.3%
ELV vs URA
+37.5%
-30.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | -1.1% | +2.9% | -4.0% | -1.2% |
| 30D | +1.8% | -10.8% | +12.6% | +2.3% |
| 3M | +10.5% | -25.5% | +36.0% | +12.0% |
| 6M | +13.5% | -41.2% | +54.7% | +16.4% |
| YTD | +24.3% | -21.3% | +45.6% | +24.0% |
| 1Y | +38.9% | -25.7% | +64.6% | +39.1% |
| 3Y | -1.5% | +43.1% | -44.5% | -10.6% |
| 5Y | +7.3% | +35.6% | -28.3% | -2.3% |
| All | +7.3% | +37.5% | -30.2% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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