+64.0%
ENB vs DLTR
+29.9%
+34.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.1% | -3.9% |
| 7D | -4.6% | -9.4% | +4.9% | -4.0% |
| 30D | -5.2% | -7.3% | +2.1% | -4.8% |
| 3M | -13.4% | +7.6% | -20.9% | -13.9% |
| 6M | -7.8% | +1.6% | -9.4% | -8.2% |
| YTD | +4.9% | -3.5% | +8.4% | +4.7% |
| 1Y | +3.2% | +20.0% | -16.8% | +1.2% |
| 3Y | +71.0% | +2.3% | +68.7% | +68.9% |
| 5Y | +64.0% | +31.5% | +32.5% | +63.0% |
| All | +64.0% | +29.9% | +34.1% | +63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling