-2.7%
MSCI vs ELF
-23.1%
+20.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.9% | +1.1% | -3.7% |
| 7D | -2.1% | -1.2% | -0.9% | -2.0% |
| 30D | -1.7% | +5.9% | -7.7% | -1.8% |
| 3M | -8.2% | +99.5% | -107.7% | -9.4% |
| 6M | -2.4% | +26.5% | -29.0% | -2.9% |
| YTD | -2.8% | +37.2% | -40.0% | -3.3% |
| 1Y | -2.7% | -24.4% | +21.8% | -0.6% |
| All | -2.7% | -23.1% | +20.4% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ELF.
Daily Out/Under-Performance
Portfolio return minus ELF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELF 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ELF 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling