+301.7%
ELF vs BUD
-2.1%
+303.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.8% | +3.4% |
| 7D | +1.6% | +1.0% | +0.6% | +1.2% |
| 30D | +9.1% | +6.7% | +2.4% | +5.9% |
| 3M | +28.2% | +5.7% | +22.5% | +24.6% |
| 6M | +119.5% | +5.8% | +113.7% | +112.8% |
| YTD | +55.2% | +34.4% | +20.8% | +34.7% |
| 1Y | +58.6% | +33.3% | +25.3% | +38.1% |
| 3Y | +21.3% | +48.8% | -27.5% | -2.2% |
| 5Y | +276.2% | +52.5% | +223.7% | +191.8% |
| All | +301.7% | -2.1% | +303.8% | +197.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling