+58.6%
ELF vs ROIV
+87.6%
-29.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +4.1% |
| 7D | +1.6% | +1.7% | -0.1% | +1.4% |
| 30D | +9.1% | +17.6% | -8.5% | +6.8% |
| 3M | +28.2% | +9.0% | +19.2% | +26.4% |
| 6M | +119.5% | +35.3% | +84.3% | +106.4% |
| YTD | +55.2% | +82.2% | -27.0% | +32.4% |
| 1Y | +58.6% | +92.3% | -33.7% | +33.7% |
| All | +58.6% | +87.6% | -29.0% | +33.7% |
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