+9,137.7%
ENB vs DLTR
+10,981.5%
-1,843.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.6% | +6.4% | +1.2% |
| 7D | -0.5% | -5.8% | +5.4% | 0.0% |
| 30D | -0.2% | -5.2% | +5.0% | +0.2% |
| 3M | -7.5% | +15.2% | -22.7% | -8.7% |
| 6M | -4.1% | +7.1% | -11.3% | -5.1% |
| YTD | +9.8% | +0.8% | +9.0% | +9.1% |
| 1Y | +8.7% | +24.8% | -16.1% | +6.0% |
| 3Y | +79.0% | +6.9% | +72.1% | +74.4% |
| 5Y | +69.1% | +33.2% | +35.8% | +60.2% |
| 10Y | +96.5% | +51.6% | +44.9% | +82.3% |
| All | +9,137.7% | +10,981.5% | -1,843.9% | +8,310.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling