+1,988.6%
NOW vs ELV
+673.9%
+1,314.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.3% |
| 7D | -3.1% | +1.1% | -4.2% | -3.4% |
| 30D | -27.0% | +1.3% | -28.4% | -27.5% |
| 3M | -17.7% | +6.6% | -24.3% | -19.6% |
| 6M | +12.7% | +11.6% | +1.1% | +8.4% |
| YTD | -32.9% | +21.1% | -54.0% | -37.9% |
| 1Y | -40.4% | +34.2% | -74.6% | -46.8% |
| 3Y | -17.1% | -2.9% | -14.2% | -20.4% |
| 5Y | -25.7% | +4.6% | -30.3% | -31.6% |
| 10Y | +504.6% | +272.8% | +231.8% | +225.9% |
| All | +1,988.6% | +673.9% | +1,314.7% | +915.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling