-36.5%
ELAN vs SUI
+44.9%
-81.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -2.0% | -2.5% |
| 7D | -6.4% | -4.1% | -2.3% | -4.4% |
| 30D | +0.6% | -3.2% | +3.7% | +2.3% |
| 3M | 0.0% | -8.4% | +8.4% | +4.2% |
| 6M | -3.4% | -14.4% | +10.9% | +4.0% |
| YTD | +1.0% | -5.5% | +6.6% | +3.5% |
| 1Y | +24.7% | -7.3% | +32.1% | +28.7% |
| 3Y | +97.2% | +9.9% | +87.4% | +80.4% |
| 5Y | -31.5% | -31.6% | +0.1% | -20.6% |
| All | -36.5% | +44.9% | -81.4% | -43.0% |
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