+96.7%
ELAN vs AU
+577.5%
-480.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.3% |
| 7D | -5.4% | -4.3% | -1.2% | -4.9% |
| 30D | +4.7% | +7.3% | -2.6% | +3.7% |
| 3M | -3.7% | +26.3% | -30.0% | -6.8% |
| 6M | -1.2% | +1.8% | -3.0% | -2.5% |
| YTD | +2.4% | +26.8% | -24.4% | -0.4% |
| 1Y | +23.4% | +66.7% | -43.3% | +17.6% |
| 3Y | +96.7% | +579.1% | -482.4% | +45.6% |
| All | +96.7% | +577.5% | -480.8% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling