+40.2%
ELAN vs WY
-4.5%
+44.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.1% |
| 7D | +1.6% | -1.7% | +3.3% | +2.4% |
| 30D | -6.6% | -10.1% | +3.5% | -1.9% |
| 3M | -0.8% | -5.1% | +4.3% | +1.4% |
| 6M | +0.2% | -4.8% | +5.0% | +1.6% |
| YTD | +8.3% | -0.2% | +8.5% | +7.3% |
| 1Y | +40.2% | -6.6% | +46.9% | +46.6% |
| All | +40.2% | -4.5% | +44.8% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling