+14.2%
ELF vs SUI
+15.1%
-0.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.1% |
| 7D | +4.0% | +6.2% | -2.2% | +2.4% |
| 30D | +10.6% | +8.6% | +2.0% | +8.2% |
| 3M | +25.8% | +1.0% | +24.8% | +25.3% |
| 6M | +89.1% | -2.6% | +91.7% | +89.6% |
| YTD | +52.7% | -0.1% | +52.9% | +52.9% |
| 1Y | +51.7% | +0.5% | +51.3% | +51.7% |
| 3Y | +14.2% | +15.3% | -1.0% | +1.5% |
| All | +14.2% | +15.1% | -0.9% | +1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling