+21.3%
ELF vs SPXU
-80.6%
+101.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.7% | +4.5% |
| 7D | +1.6% | -7.6% | +9.2% | -2.3% |
| 30D | +9.1% | +5.3% | +3.8% | +13.2% |
| 3M | +28.2% | +9.6% | +18.5% | +36.4% |
| 6M | +119.5% | -4.5% | +124.1% | +120.0% |
| YTD | +55.2% | -25.9% | +81.0% | +38.4% |
| 1Y | +58.6% | -28.9% | +87.5% | +39.0% |
| 3Y | +21.3% | -80.5% | +101.7% | -41.4% |
| All | +21.3% | -80.6% | +101.9% | -41.4% |
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