+122.8%
DAL vs ENB
+100.6%
+22.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.5% | +4.7% | +3.8% |
| 7D | +8.8% | -5.2% | +14.0% | +12.5% |
| 30D | +5.4% | +2.2% | +3.2% | +3.7% |
| 3M | -4.9% | -8.1% | +3.1% | -0.3% |
| 6M | +19.8% | -11.2% | +31.0% | +27.5% |
| YTD | +27.0% | +2.0% | +25.0% | +21.7% |
| 1Y | +52.5% | +4.1% | +48.4% | +43.8% |
| 3Y | +173.8% | +64.7% | +109.1% | +83.0% |
| 5Y | +104.5% | +46.6% | +58.0% | +47.2% |
| All | +122.8% | +100.6% | +22.2% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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