-2.5%
ELV vs UUUU
+83.7%
-86.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -6.3% | +11.7% | +5.3% |
| 7D | +0.9% | -5.0% | +5.9% | +0.8% |
| 30D | +7.2% | -7.8% | +14.9% | +7.1% |
| 3M | +3.4% | -0.4% | +3.8% | +3.4% |
| 6M | +48.6% | -32.9% | +81.5% | +47.6% |
| YTD | +20.6% | -6.3% | +26.8% | +20.4% |
| 1Y | +38.5% | +7.9% | +30.6% | +39.0% |
| All | -2.5% | +83.7% | -86.2% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling