+9.4%
ENB vs DLTR
+45.2%
-35.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.6% | -10.0% | -0.2% |
| 7D | +0.5% | +15.6% | -15.1% | +0.7% |
| 30D | +6.0% | +29.9% | -23.9% | +6.4% |
| 3M | -7.4% | +12.5% | -19.9% | -7.3% |
| 6M | -8.5% | +56.3% | -64.8% | -7.9% |
| YTD | +6.1% | +19.5% | -13.4% | +5.9% |
| 1Y | +9.4% | +44.0% | -34.6% | +7.5% |
| All | +9.4% | +45.2% | -35.8% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1y: compounded portfolio wealth divided by compounded DLTR 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…
1y analysis · Full analysis span regression · 6 months rolling