+189.1%
DLR vs ENB
+101.8%
+87.3%
-48.5%
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% | +0.1% |
| 7D | +0.3% | -2.4% | +2.8% | +1.3% |
| 30D | +1.2% | +2.5% | -1.3% | +0.3% |
| 3M | -4.8% | -5.8% | +1.0% | -2.7% |
| 6M | -6.1% | -8.5% | +2.4% | -3.1% |
| YTD | +19.3% | +3.9% | +15.4% | +17.2% |
| 1Y | +10.0% | +3.7% | +6.3% | +8.0% |
| 3Y | +53.8% | +70.1% | -16.3% | +24.6% |
| 5Y | +39.1% | +53.2% | -14.1% | +17.0% |
| All | +189.1% | +101.8% | +87.3% | +110.7% |
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