+27.8%
INTC vs ELV
+5.9%
+21.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +6.0% | +1.0% | +5.0% | +5.8% |
| 30D | -39.2% | +0.4% | -39.6% | -39.3% |
| 3M | -42.9% | +8.4% | -51.3% | -43.9% |
| 6M | -50.4% | +8.4% | -58.8% | -51.4% |
| YTD | +61.7% | +24.4% | +37.3% | +52.3% |
| 1Y | +66.1% | +33.5% | +32.6% | +54.3% |
| 3Y | +58.1% | -2.1% | +60.2% | +53.5% |
| All | +27.8% | +5.9% | +21.9% | +18.1% |
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