+39.9%
ELV vs WCC
+24.5%
+15.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -9.9% | +14.9% | +4.7% |
| 7D | +4.8% | -8.8% | +13.6% | +4.6% |
| 30D | +10.1% | -16.0% | +26.1% | +10.0% |
| 3M | +15.4% | -15.2% | +30.6% | +15.4% |
| 6M | +17.7% | -8.4% | +26.1% | +16.9% |
| YTD | +25.7% | +30.1% | -4.4% | +16.5% |
| 1Y | +39.9% | +26.4% | +13.4% | +31.0% |
| All | +39.9% | +24.5% | +15.4% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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