+6.4%
ELE price history and return analytics
+121.3%
-114.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.6% |
| 7D | -7.2% | +2.9% | -10.1% | -9.2% |
| 30D | -15.3% | -2.5% | -12.8% | -13.6% |
| 3M | -29.7% | -3.3% | -26.3% | -27.7% |
| 6M | -28.3% | +1.5% | -29.9% | -28.2% |
| YTD | -14.8% | +11.4% | -26.2% | -18.5% |
| 1Y | -1.2% | +11.9% | -13.1% | -5.6% |
| 3Y | +74.4% | +73.9% | +0.5% | +33.6% |
| 5Y | +28.5% | +57.9% | -29.4% | +5.1% |
| All | +6.4% | +121.3% | -114.9% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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