-34.6%
ELAN vs GEN
+191.9%
-226.5%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -4.6% | -2.9% | -1.7% | -3.7% |
| 30D | +5.7% | +2.1% | +3.6% | +4.7% |
| 3M | -3.9% | +19.7% | -23.6% | -10.1% |
| 6M | -1.6% | +33.3% | -34.9% | -12.4% |
| YTD | +4.1% | +11.1% | -7.0% | -1.4% |
| 1Y | +25.5% | +3.0% | +22.5% | +22.1% |
| 3Y | +103.2% | +57.9% | +45.3% | +69.8% |
| 5Y | -29.8% | +20.6% | -50.4% | -38.7% |
| All | -34.6% | +191.9% | -226.5% | -56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling