+255.8%
ELV vs WEC
+197.9%
+57.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.4% |
| 7D | +1.0% | +2.3% | -1.4% | 0.0% |
| 30D | +0.4% | +11.1% | -10.7% | -4.1% |
| 3M | +8.4% | +8.4% | -0.1% | +4.6% |
| 6M | +8.4% | +7.5% | +0.9% | +4.8% |
| YTD | +24.4% | +15.3% | +9.0% | +16.3% |
| 1Y | +33.5% | +9.7% | +23.8% | +27.6% |
| 3Y | -2.1% | +64.7% | -66.8% | -22.8% |
| 5Y | +5.8% | +57.3% | -51.5% | -15.8% |
| All | +255.8% | +197.9% | +57.9% | +156.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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