+253.7%
NOW vs ELAN
-28.2%
+281.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.3% | +0.7% |
| 7D | -6.2% | -5.4% | -0.8% | -5.0% |
| 30D | +6.1% | +4.7% | +1.4% | +4.7% |
| 3M | +28.6% | -3.7% | +32.2% | +28.7% |
| 6M | +14.6% | -1.2% | +15.8% | +12.4% |
| YTD | -13.5% | +2.4% | -15.9% | -16.3% |
| 1Y | -29.4% | +23.4% | -52.8% | -35.3% |
| 3Y | +9.4% | +96.7% | -87.3% | -18.8% |
| 5Y | +2.3% | -30.6% | +32.9% | +3.2% |
| All | +253.7% | -28.2% | +281.9% | +237.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 10y: compounded portfolio wealth divided by compounded ELAN 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…
10y analysis · Full analysis span regression · 6 months rolling