+275.1%
ELF vs BEN
+19.4%
+255.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.7% | +1.0% | +3.4% |
| 7D | +4.0% | +6.6% | -2.6% | +0.7% |
| 30D | +10.6% | +3.8% | +6.7% | +8.4% |
| 3M | +25.8% | +0.2% | +25.6% | +25.6% |
| 6M | +89.1% | +10.4% | +78.6% | +78.8% |
| YTD | +52.7% | +46.2% | +6.6% | +24.4% |
| 1Y | +51.7% | +52.3% | -0.5% | +21.1% |
| 3Y | +14.2% | +65.9% | -51.7% | -15.4% |
| All | +275.1% | +19.4% | +255.7% | +226.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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