+51.9%
ELF vs AU
+27.2%
+24.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +1.9% | +0.3% |
| 7D | +4.3% | +4.7% | -0.4% | +3.5% |
| 30D | +7.7% | -1.5% | +9.3% | +7.8% |
| 3M | +24.7% | -5.0% | +29.7% | +25.3% |
| 6M | +114.6% | -13.5% | +128.1% | +116.9% |
| YTD | +55.8% | +11.7% | +44.1% | +46.1% |
| 1Y | +51.9% | +21.3% | +30.6% | +36.6% |
| All | +51.9% | +27.2% | +24.7% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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