+2,569.4%
ELV vs WEC
+2,212.5%
+357.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.5% | -0.7% | +0.2% | -0.2% |
| 30D | +1.1% | +11.0% | -9.9% | -3.6% |
| 3M | +8.2% | +8.6% | -0.4% | +4.1% |
| 6M | +10.2% | +6.2% | +4.1% | +6.9% |
| YTD | +24.4% | +14.3% | +10.1% | +16.4% |
| 1Y | +33.8% | +8.4% | +25.5% | +28.2% |
| 3Y | -1.4% | +62.9% | -64.2% | -22.8% |
| 5Y | +5.8% | +55.8% | -50.0% | -16.5% |
| 10Y | +269.1% | +193.2% | +75.9% | +108.9% |
| All | +2,569.4% | +2,212.5% | +357.0% | +592.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling