+76.2%
ELAN vs VIK
+225.1%
-148.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +0.9% |
| 7D | -5.4% | -0.9% | -4.5% | -5.1% |
| 30D | +4.7% | -18.4% | +23.1% | +12.1% |
| 3M | -3.7% | -8.8% | +5.1% | -1.6% |
| 6M | -1.2% | +17.1% | -18.3% | -7.9% |
| YTD | +2.4% | +19.0% | -16.7% | -5.5% |
| 1Y | +23.4% | +30.1% | -6.8% | +10.1% |
| All | +76.2% | +225.1% | -148.9% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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