+172.9%
NOW vs ELAN
-17.0%
+189.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.4% |
| 7D | +0.3% | +4.0% | -3.8% | -0.6% |
| 30D | -27.0% | +18.8% | -45.7% | -29.8% |
| 3M | -19.6% | +19.0% | -38.6% | -23.1% |
| 6M | +17.5% | +22.8% | -5.4% | +10.4% |
| YTD | -33.3% | +18.3% | -51.6% | -37.7% |
| 1Y | -39.8% | +21.8% | -61.6% | -44.4% |
| 3Y | -19.9% | +153.8% | -173.8% | -44.2% |
| 5Y | -26.1% | -18.9% | -7.1% | -28.1% |
| All | +172.9% | -17.0% | +189.8% | +151.6% |
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