+105.0%
DAL vs ENB
+108.4%
-3.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.6% | -5.5% |
| 7D | +1.4% | 0.0% | +1.4% | +1.3% |
| 30D | +9.1% | +1.4% | +7.7% | +8.0% |
| 3M | -3.5% | -5.2% | +1.7% | -0.7% |
| 6M | +23.4% | -9.9% | +33.3% | +30.2% |
| YTD | +26.0% | +4.7% | +21.4% | +18.8% |
| 1Y | +44.6% | +2.8% | +41.9% | +37.8% |
| 3Y | +162.7% | +71.3% | +91.4% | +70.7% |
| 5Y | +113.0% | +58.6% | +54.4% | +44.8% |
| All | +105.0% | +108.4% | -3.4% | +9.2% |
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