+2,385.0%
ELV vs WCN
+3,029.8%
-644.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -0.9% |
| 7D | -0.3% | -0.4% | +0.2% | -0.1% |
| 30D | +2.0% | -2.1% | +4.1% | +2.9% |
| 3M | -3.5% | +6.4% | -9.9% | -6.4% |
| 6M | +40.2% | -3.7% | +43.9% | +41.3% |
| YTD | +15.8% | -6.4% | +22.2% | +17.7% |
| 1Y | +33.2% | -7.9% | +41.1% | +36.1% |
| 3Y | -6.2% | +20.8% | -27.0% | -15.7% |
| 5Y | +16.4% | +29.0% | -12.6% | +0.7% |
| 10Y | +259.8% | +236.4% | +23.4% | +112.4% |
| All | +2,385.0% | +3,029.8% | -644.8% | +601.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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