+255.0%
ELF vs GEN
+24.6%
+230.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +2.7% |
| 7D | +5.4% | -1.2% | +6.5% | +5.7% |
| 30D | +27.0% | +10.1% | +16.8% | +23.7% |
| 3M | +113.2% | +16.1% | +97.1% | +104.6% |
| 6M | +36.6% | +38.9% | -2.3% | +23.9% |
| YTD | +44.2% | +14.4% | +29.8% | +37.7% |
| 1Y | -18.0% | +5.9% | -23.8% | -20.0% |
| 3Y | -19.9% | +58.8% | -78.7% | -27.3% |
| All | +255.0% | +24.6% | +230.4% | +234.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling