-5.3%
ELV vs SUI
+13.6%
-18.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | +3.3% | -2.8% | +6.1% | +3.6% |
| 30D | +4.2% | -1.2% | +5.3% | +4.3% |
| 3M | -0.1% | -1.7% | +1.7% | 0.0% |
| 6M | +41.3% | -10.5% | +51.7% | +43.0% |
| YTD | +17.4% | -1.8% | +19.3% | +17.4% |
| 1Y | +35.1% | -4.1% | +39.1% | +35.4% |
| All | -5.3% | +13.6% | -18.8% | -6.8% |
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