-38.7%
NOW vs ELV
+42.6%
-81.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.3% | -0.5% |
| 7D | -27.5% | +4.8% | -32.3% | -27.7% |
| 30D | -20.0% | +10.1% | -30.1% | -20.4% |
| 3M | -7.9% | +15.4% | -23.3% | -8.4% |
| 6M | +18.3% | +17.7% | +0.6% | +18.6% |
| YTD | -29.0% | +25.7% | -54.6% | -26.6% |
| 1Y | -38.7% | +39.9% | -78.6% | -37.3% |
| All | -38.7% | +42.6% | -81.3% | -37.3% |
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