-35.6%
ELAN vs GEN
+196.8%
-232.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.0% |
| 7D | -5.4% | -1.3% | -4.2% | -5.0% |
| 30D | +4.7% | +6.1% | -1.4% | +2.4% |
| 3M | -3.7% | +27.0% | -30.6% | -11.6% |
| 6M | -1.2% | +43.9% | -45.1% | -14.3% |
| YTD | +2.4% | +13.0% | -10.6% | -3.5% |
| 1Y | +23.4% | +4.0% | +19.4% | +19.6% |
| 3Y | +96.7% | +66.2% | +30.5% | +61.9% |
| 5Y | -30.6% | +23.2% | -53.8% | -39.8% |
| All | -35.6% | +196.8% | -232.4% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling