-30.4%
ELAN vs UUUU
+79.1%
-109.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.3% | +2.0% |
| 7D | -5.4% | -10.5% | +5.1% | -4.2% |
| 30D | +4.7% | -10.5% | +15.2% | +6.0% |
| 3M | -3.7% | -14.1% | +10.5% | -2.5% |
| 6M | -1.2% | -35.5% | +34.3% | +2.8% |
| YTD | +2.4% | -10.9% | +13.3% | +0.8% |
| 1Y | +23.4% | +3.4% | +20.0% | +15.7% |
| 3Y | +96.7% | +73.1% | +23.6% | +59.4% |
| All | -30.4% | +79.1% | -109.5% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling