+70.1%
ENB vs SUI
+17.8%
+52.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | -2.4% | +3.4% | -5.8% | -3.2% |
| 30D | +2.5% | +4.6% | -2.1% | +1.3% |
| 3M | -5.8% | +1.6% | -7.4% | -6.3% |
| 6M | -8.5% | -3.5% | -5.0% | -8.0% |
| YTD | +3.9% | -1.0% | +4.9% | +3.7% |
| 1Y | +3.7% | -1.7% | +5.4% | +3.7% |
| 3Y | +70.1% | +18.4% | +51.7% | +66.1% |
| All | +70.1% | +17.8% | +52.3% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling