-29.8%
ELAN vs ACWI
+67.2%
-97.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -0.9% |
| 7D | -4.6% | 0.0% | -4.6% | -4.6% |
| 30D | +5.7% | -0.6% | +6.3% | +6.5% |
| 3M | -3.9% | +4.3% | -8.1% | -9.4% |
| 6M | -1.6% | +12.7% | -14.3% | -15.8% |
| YTD | +4.1% | +13.9% | -9.9% | -12.1% |
| 1Y | +25.5% | +20.5% | +5.0% | -1.6% |
| 3Y | +103.2% | +76.5% | +26.7% | -2.3% |
| 5Y | -29.8% | +67.5% | -97.3% | -65.2% |
| All | -29.8% | +67.2% | -97.0% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling