+8.0%
ELF vs SUI
+16.8%
-8.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.5% |
| 7D | -2.7% | +8.8% | -11.5% | -4.7% |
| 30D | +6.9% | +8.9% | -2.1% | +4.5% |
| 3M | +27.2% | +2.0% | +25.2% | +26.4% |
| 6M | +84.9% | -0.6% | +85.5% | +84.5% |
| YTD | +44.5% | +1.3% | +43.1% | +44.1% |
| 1Y | -6.8% | +1.3% | -8.0% | -6.9% |
| All | +8.0% | +16.8% | -8.8% | -4.3% |
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