+235.6%
ELF vs UUUU
+132.1%
+103.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | -6.8% | +1.8% | -8.6% | -7.0% |
| 30D | +5.1% | +1.8% | +3.3% | +4.7% |
| 3M | +79.8% | +1.3% | +78.5% | +78.7% |
| 6M | +29.7% | -26.8% | +56.5% | +32.7% |
| YTD | +31.6% | +0.1% | +31.5% | +27.3% |
| 1Y | -27.9% | +11.2% | -39.2% | -32.4% |
| 3Y | -26.4% | +97.7% | -124.1% | -39.0% |
| 5Y | +235.6% | +127.3% | +108.3% | +161.0% |
| All | +235.6% | +132.1% | +103.6% | +161.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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