+250.6%
ELF vs SUI
-25.7%
+276.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.5% |
| 7D | -2.7% | +8.8% | -11.5% | -5.4% |
| 30D | +6.9% | +8.9% | -2.1% | +3.7% |
| 3M | +27.2% | +2.0% | +25.2% | +26.1% |
| 6M | +84.9% | -0.6% | +85.5% | +84.3% |
| YTD | +44.5% | +1.3% | +43.1% | +43.5% |
| 1Y | -6.8% | +1.3% | -8.0% | -7.3% |
| 3Y | +14.2% | +16.3% | -2.0% | +4.8% |
| 5Y | +250.6% | -25.1% | +275.7% | +312.2% |
| All | +250.6% | -25.7% | +276.3% | +312.2% |
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 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