+9.1%
EQT vs ELV
+35.3%
-26.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.4% | -4.8% | -0.1% |
| 7D | -1.2% | +0.9% | -2.0% | -1.3% |
| 30D | +1.1% | +7.2% | -6.1% | +0.2% |
| 3M | +4.8% | +3.4% | +1.4% | +4.3% |
| 6M | -10.6% | +48.6% | -59.2% | -15.6% |
| YTD | +3.4% | +20.6% | -17.1% | +1.1% |
| All | +9.1% | +35.3% | -26.2% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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