+51.7%
ELF vs ROIV
+93.5%
-41.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.2% | -0.4% | +4.7% |
| 7D | +4.0% | +5.3% | -1.4% | +3.1% |
| 30D | +10.6% | +11.9% | -1.3% | +8.7% |
| 3M | +25.8% | +10.7% | +15.1% | +23.2% |
| 6M | +89.1% | +34.9% | +54.2% | +75.9% |
| YTD | +52.7% | +79.2% | -26.4% | +27.8% |
| 1Y | +51.7% | +89.0% | -37.3% | +22.3% |
| All | +51.7% | +93.5% | -41.7% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling