+35.1%
ELV vs WPM
+53.7%
-18.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.7% |
| 7D | +3.3% | +1.1% | +2.2% | +3.3% |
| 30D | +4.2% | +26.4% | -22.2% | +2.9% |
| 3M | -0.1% | +20.8% | -20.9% | -1.5% |
| 6M | +41.3% | +1.1% | +40.1% | +40.3% |
| YTD | +17.4% | +32.5% | -15.0% | +14.4% |
| 1Y | +35.1% | +51.5% | -16.5% | +36.5% |
| All | +35.1% | +53.7% | -18.7% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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