+21.9%
ELAN vs ACWI
+2.1%
+19.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -2.4% |
| 7D | +4.6% | -0.7% | +5.3% | +5.5% |
| 30D | +17.4% | -2.0% | +19.4% | +19.9% |
| 3M | +16.5% | -2.2% | +18.6% | +19.3% |
| 6M | +21.9% | +1.9% | +20.0% | +17.6% |
| All | +21.9% | +2.1% | +19.8% | +17.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling