+273.7%
ELV vs UUUU
+465.5%
-191.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.8% |
| 7D | +3.2% | -10.5% | +13.7% | +3.7% |
| 30D | +5.4% | -10.5% | +15.9% | +5.8% |
| 3M | +5.4% | -14.1% | +19.5% | +5.8% |
| 6M | +45.7% | -35.5% | +81.2% | +47.7% |
| YTD | +21.2% | -10.9% | +32.1% | +19.6% |
| 1Y | +35.6% | +3.4% | +32.3% | +31.3% |
| 3Y | -2.0% | +73.1% | -75.1% | -10.8% |
| 5Y | +26.0% | +87.1% | -61.1% | +10.3% |
| All | +273.7% | +465.5% | -191.8% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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