+132.2%
DAL vs ENB
+106.3%
+25.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.3% |
| 7D | +0.1% | -0.2% | +0.3% | +0.2% |
| 30D | -13.9% | -2.2% | -11.7% | -12.8% |
| 3M | +1.1% | -10.5% | +11.6% | +7.8% |
| 6M | +26.2% | -5.1% | +31.3% | +29.0% |
| YTD | +16.4% | +9.0% | +7.5% | +7.5% |
| 1Y | +33.9% | +8.2% | +25.6% | +23.7% |
| 3Y | +93.4% | +67.8% | +25.6% | +28.7% |
| 5Y | +106.4% | +69.4% | +37.0% | +35.5% |
| All | +132.2% | +106.3% | +25.8% | +24.3% |
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