+277.7%
ELF vs SUI
+98.4%
+179.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.5% |
| 7D | -6.8% | -4.3% | -2.5% | -5.2% |
| 30D | +5.1% | -2.1% | +7.2% | +5.9% |
| 3M | +79.8% | -6.1% | +85.9% | +83.5% |
| 6M | +29.7% | -12.8% | +42.5% | +36.2% |
| YTD | +31.6% | -4.6% | +36.2% | +33.8% |
| 1Y | -27.9% | -7.7% | -20.2% | -25.9% |
| 3Y | -26.4% | +10.9% | -37.4% | -31.7% |
| 5Y | +235.6% | -32.4% | +268.0% | +279.9% |
| All | +277.7% | +98.4% | +179.3% | +218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded SUI 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling