+802.8%
TEAM vs ELV
+261.4%
+541.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.9% | -2.2% |
| 7D | -0.4% | +3.3% | -3.8% | -1.2% |
| 30D | +67.3% | +4.2% | +63.1% | +65.7% |
| 3M | +86.8% | -0.1% | +86.8% | +86.4% |
| 6M | +146.8% | +41.3% | +105.6% | +125.8% |
| YTD | +16.9% | +17.4% | -0.5% | +11.4% |
| 1Y | +12.8% | +35.1% | -22.3% | +3.2% |
| 3Y | -7.3% | -3.2% | -4.0% | -9.9% |
| 5Y | -50.7% | +15.6% | -66.3% | -55.3% |
| 10Y | +529.8% | +276.8% | +253.1% | +192.5% |
| All | +802.8% | +261.4% | +541.4% | +330.2% |
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