+125.6%
DAL vs ENB
+99.3%
+26.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | 0.0% |
| 7D | +10.7% | -2.4% | +13.1% | +12.4% |
| 30D | +12.5% | +2.5% | +10.0% | +10.6% |
| 3M | +3.6% | -5.8% | +9.4% | +7.1% |
| 6M | +26.7% | -8.5% | +35.2% | +32.3% |
| YTD | +34.3% | +3.9% | +30.4% | +27.2% |
| 1Y | +59.1% | +3.7% | +55.4% | +50.7% |
| 3Y | +179.9% | +70.1% | +109.8% | +83.1% |
| 5Y | +119.1% | +53.2% | +66.0% | +53.1% |
| 10Y | +125.6% | +100.2% | +25.4% | +21.9% |
| All | +125.6% | +99.3% | +26.4% | +21.9% |
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