+341.4%
ELF vs SUI
+115.7%
+225.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.3% |
| 7D | +4.0% | +6.2% | -2.2% | +1.6% |
| 30D | +10.6% | +8.6% | +2.0% | +6.9% |
| 3M | +25.8% | +1.0% | +24.8% | +25.0% |
| 6M | +89.1% | -2.6% | +91.7% | +89.7% |
| YTD | +52.7% | -0.1% | +52.9% | +52.2% |
| 1Y | +51.7% | +0.5% | +51.3% | +50.8% |
| 3Y | +14.2% | +15.3% | -1.0% | +4.6% |
| 5Y | +270.7% | -26.1% | +296.8% | +304.8% |
| All | +341.4% | +115.7% | +225.7% | +256.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling