+106.8%
ELAN vs SUI
+12.1%
+94.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.7% |
| 7D | +0.3% | -3.1% | +3.4% | +1.3% |
| 30D | +8.4% | -2.3% | +10.7% | +9.2% |
| 3M | +1.2% | -2.8% | +4.0% | +2.1% |
| 6M | +2.6% | -12.4% | +15.0% | +6.7% |
| YTD | +5.9% | -3.3% | +9.2% | +6.9% |
| 1Y | +25.8% | -5.8% | +31.6% | +27.9% |
| 3Y | +106.8% | +12.5% | +94.3% | +89.5% |
| All | +106.8% | +12.1% | +94.7% | +89.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling