+364.2%
ELF vs GEN
+166.9%
+197.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.7% | +2.8% |
| 7D | +7.8% | -0.3% | +8.1% | +7.9% |
| 30D | +9.3% | +28.2% | -18.9% | +2.6% |
| 3M | +21.2% | +2.6% | +18.6% | +19.3% |
| 6M | +96.1% | +32.7% | +63.4% | +80.1% |
| YTD | +57.0% | +11.3% | +45.7% | +49.8% |
| 1Y | +61.9% | +17.9% | +43.9% | +52.3% |
| 3Y | +20.0% | +66.3% | -46.3% | +4.9% |
| 5Y | +284.8% | +31.7% | +253.1% | +245.8% |
| 10Y | +364.2% | +150.0% | +214.2% | +236.3% |
| All | +364.2% | +166.9% | +197.3% | +236.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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