+314.5%
ELF vs GEN
+152.4%
+162.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.1% |
| 7D | -2.7% | +8.5% | -11.3% | -4.6% |
| 30D | +6.9% | +34.2% | -27.3% | -0.6% |
| 3M | +27.2% | +10.0% | +17.2% | +23.3% |
| 6M | +84.9% | +56.8% | +28.1% | +62.7% |
| YTD | +44.5% | +14.2% | +30.2% | +37.2% |
| 1Y | -6.8% | +20.8% | -27.6% | -12.5% |
| 3Y | +14.2% | +84.1% | -69.8% | -2.1% |
| 5Y | +250.6% | +37.1% | +213.5% | +213.0% |
| 10Y | +318.0% | +171.5% | +146.5% | +213.8% |
| All | +314.5% | +152.4% | +162.2% | +205.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling