+35.1%
ELV vs WTW
+3.0%
+32.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.4% | -1.2% |
| 7D | +3.3% | -2.6% | +5.9% | +4.0% |
| 30D | +4.2% | -1.0% | +5.1% | +4.4% |
| 3M | -0.1% | +29.9% | -30.0% | -7.4% |
| 6M | +41.3% | +10.7% | +30.6% | +37.5% |
| YTD | +17.4% | +2.6% | +14.9% | +18.4% |
| 1Y | +35.1% | +2.8% | +32.3% | +34.1% |
| All | +35.1% | +3.0% | +32.1% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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