+114.2%
INTC vs ELV
+13.8%
+100.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +2.9% | +1.9% |
| 7D | +18.0% | -2.2% | +20.2% | +18.4% |
| 30D | +8.9% | -0.2% | +9.1% | +8.9% |
| 3M | -1.6% | -6.1% | +4.5% | -0.7% |
| 6M | +133.1% | +42.8% | +90.3% | +116.8% |
| YTD | +187.9% | +14.4% | +173.5% | +175.7% |
| 1Y | +334.7% | +28.6% | +306.1% | +306.8% |
| 3Y | +184.2% | -7.4% | +191.6% | +178.8% |
| All | +114.2% | +13.8% | +100.4% | +90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling