+357.2%
ELF vs BUD
-4.3%
+361.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.2% |
| 7D | +6.3% | +6.0% | +0.2% | +3.6% |
| 30D | +8.5% | +11.3% | -2.8% | +3.5% |
| 3M | +24.4% | +3.6% | +20.9% | +22.1% |
| 6M | +94.7% | +7.7% | +87.0% | +87.4% |
| YTD | +55.9% | +36.4% | +19.5% | +34.7% |
| 1Y | +48.4% | +37.8% | +10.6% | +27.6% |
| 3Y | +24.6% | +51.2% | -26.6% | +0.1% |
| 5Y | +285.0% | +53.4% | +231.6% | +199.3% |
| 10Y | +357.2% | -3.2% | +360.4% | +251.7% |
| All | +357.2% | -4.3% | +361.5% | +251.7% |
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