+183.5%
DAL vs ENB
+67.2%
+116.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.1% | +4.2% | +5.2% |
| 7D | +10.0% | -3.7% | +13.7% | +10.4% |
| 30D | +12.0% | +1.7% | +10.3% | +11.8% |
| 3M | +0.8% | -6.3% | +7.1% | +1.5% |
| 6M | +26.2% | -9.2% | +35.4% | +27.0% |
| YTD | +33.7% | +3.1% | +30.6% | +29.2% |
| 1Y | +57.6% | +3.4% | +54.2% | +52.0% |
| 3Y | +183.5% | +68.9% | +114.5% | +117.9% |
| All | +183.5% | +67.2% | +116.2% | +117.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling