+96.7%
ELAN vs WPM
+267.3%
-170.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +1.1% |
| 7D | -5.4% | -0.6% | -4.9% | -5.4% |
| 30D | +4.7% | +14.4% | -9.7% | +2.7% |
| 3M | -3.7% | +37.0% | -40.6% | -8.2% |
| 6M | -1.2% | +4.1% | -5.3% | -2.9% |
| YTD | +2.4% | +31.7% | -29.3% | -1.3% |
| 1Y | +23.4% | +44.2% | -20.8% | +17.9% |
| 3Y | +96.7% | +265.5% | -168.8% | +57.2% |
| All | +96.7% | +267.3% | -170.6% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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