+2,542.8%
ELV vs SUI
+1,280.4%
+1,262.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.0% |
| 7D | +1.3% | +6.2% | -4.9% | -0.7% |
| 30D | +5.3% | +8.6% | -3.3% | +2.4% |
| 3M | +9.2% | +1.0% | +8.2% | +8.7% |
| 6M | +14.5% | -2.6% | +17.1% | +15.1% |
| YTD | +23.2% | -0.1% | +23.3% | +22.3% |
| 1Y | +38.0% | +0.5% | +37.6% | +36.8% |
| 3Y | -1.5% | +15.3% | -16.8% | -8.9% |
| 5Y | +8.5% | -26.1% | +34.6% | +14.7% |
| 10Y | +309.5% | +117.8% | +191.6% | +193.0% |
| All | +2,542.8% | +1,280.4% | +1,262.5% | +756.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling