+4,681.2%
DELL vs ENB
+114.4%
+4,566.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.9% |
| 7D | +14.9% | -0.2% | +15.1% | +14.9% |
| 30D | +13.3% | -2.2% | +15.5% | +14.4% |
| 3M | +24.4% | -10.5% | +34.9% | +30.5% |
| 6M | +258.0% | -5.1% | +263.1% | +263.0% |
| YTD | +320.2% | +9.0% | +311.2% | +297.8% |
| 1Y | +319.1% | +8.2% | +310.8% | +297.0% |
| 3Y | +706.5% | +67.8% | +638.8% | +496.9% |
| 5Y | +1,071.9% | +69.4% | +1,002.5% | +761.3% |
| 10Y | +4,683.5% | +117.5% | +4,565.9% | +2,781.6% |
| All | +4,681.2% | +114.4% | +4,566.9% | +2,797.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling