+103.9%
ENB vs SUI
+108.4%
-4.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.7% |
| 7D | -0.2% | -2.8% | +2.6% | +0.8% |
| 30D | -2.2% | -1.2% | -1.1% | -1.9% |
| 3M | -10.5% | -1.7% | -8.8% | -10.2% |
| 6M | -5.1% | -10.5% | +5.4% | -1.7% |
| YTD | +9.0% | -1.8% | +10.8% | +9.2% |
| 1Y | +8.2% | -4.1% | +12.3% | +9.1% |
| 3Y | +67.8% | +11.3% | +56.5% | +57.2% |
| 5Y | +69.4% | -32.1% | +101.5% | +88.1% |
| All | +103.9% | +108.4% | -4.4% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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