+2,771.1%
NOW vs ELV
+650.7%
+2,120.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.5% |
| 7D | -2.4% | +3.3% | -5.7% | -3.3% |
| 30D | +20.5% | +4.2% | +16.4% | +19.0% |
| 3M | +18.3% | -0.1% | +18.4% | +18.0% |
| 6M | +24.1% | +41.3% | -17.2% | +10.7% |
| YTD | -7.8% | +17.4% | -25.2% | -13.6% |
| 1Y | -21.4% | +35.1% | -56.5% | -30.0% |
| 3Y | +19.5% | -3.2% | +22.8% | +15.0% |
| 5Y | +4.1% | +15.6% | -11.5% | -7.9% |
| 10Y | +826.4% | +276.8% | +549.6% | +397.2% |
| All | +2,771.1% | +650.7% | +2,120.4% | +1,313.5% |
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