+535.3%
ELV vs UUUU
-92.0%
+627.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -2.2% | +1.8% | -4.0% | -2.3% |
| 30D | -0.2% | +1.8% | -2.0% | -0.4% |
| 3M | -6.1% | +1.3% | -7.4% | -6.4% |
| 6M | +42.8% | -26.8% | +69.6% | +43.8% |
| YTD | +14.4% | +0.1% | +14.3% | +12.7% |
| 1Y | +28.6% | +11.2% | +17.4% | +25.2% |
| 3Y | -7.4% | +97.7% | -105.1% | -14.4% |
| 5Y | +14.5% | +127.3% | -112.9% | +2.8% |
| 10Y | +257.4% | +532.6% | -275.2% | +185.1% |
| All | +535.3% | -92.0% | +627.2% | +373.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling