+275.1%
ELF vs SUI
-26.3%
+301.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.2% |
| 7D | +4.0% | +6.2% | -2.2% | +1.9% |
| 30D | +10.6% | +8.6% | +2.0% | +7.4% |
| 3M | +25.8% | +1.0% | +24.8% | +25.1% |
| 6M | +89.1% | -2.6% | +91.7% | +89.7% |
| YTD | +52.7% | -0.1% | +52.9% | +52.4% |
| 1Y | +51.7% | +0.5% | +51.3% | +51.1% |
| 3Y | +14.2% | +15.3% | -1.0% | +5.0% |
| All | +275.1% | -26.3% | +301.4% | +342.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling