+14.2%
ELF vs SPXU
-79.5%
+93.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.5% | +5.3% |
| 7D | +4.0% | +7.6% | -3.6% | +8.5% |
| 30D | +10.6% | +17.5% | -6.9% | +21.1% |
| 3M | +25.8% | +14.7% | +11.2% | +36.6% |
| 6M | +89.1% | -0.1% | +89.1% | +93.3% |
| YTD | +52.7% | -19.8% | +72.5% | +41.8% |
| 1Y | +51.7% | -23.7% | +75.5% | +38.3% |
| 3Y | +14.2% | -79.5% | +93.7% | -32.5% |
| All | +14.2% | -79.5% | +93.7% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling