-26.4%
ELAN vs SUI
+49.5%
-75.9%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +11.9% | -3.8% | +15.7% | +14.0% |
| 30D | +18.3% | +3.9% | +14.3% | +15.7% |
| 3M | +19.7% | +0.2% | +19.5% | +19.4% |
| 6M | +23.7% | -4.2% | +27.8% | +25.5% |
| YTD | +17.1% | -2.5% | +19.6% | +17.7% |
| 1Y | +20.2% | -4.0% | +24.2% | +21.8% |
| 3Y | +148.1% | +16.5% | +131.6% | +120.3% |
| 5Y | -19.8% | -27.2% | +7.4% | -10.0% |
| All | -26.4% | +49.5% | -75.9% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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