-10.1%
ELAN vs ROIV
+276.5%
-286.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +1.2% |
| 7D | +4.0% | +1.7% | +2.4% | +3.8% |
| 30D | +18.8% | +17.6% | +1.2% | +16.0% |
| 3M | +19.0% | +9.0% | +10.0% | +17.0% |
| 6M | +22.8% | +35.3% | -12.4% | +16.4% |
| YTD | +18.3% | +82.2% | -63.8% | +7.0% |
| 1Y | +21.8% | +92.3% | -70.5% | +9.2% |
| 3Y | +153.8% | +336.8% | -183.0% | +101.8% |
| 5Y | -18.9% | +370.6% | -389.5% | -41.7% |
| All | -10.1% | +276.5% | -286.6% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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