+8,048.1%
ENB vs SUI
+4,171.7%
+3,876.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.5% |
| 7D | -2.4% | +8.8% | -11.1% | -4.4% |
| 30D | +3.4% | +8.9% | -5.6% | +1.0% |
| 3M | -6.1% | +2.0% | -8.1% | -6.8% |
| 6M | -10.0% | -0.6% | -9.4% | -10.2% |
| YTD | +4.7% | +1.3% | +3.3% | +3.8% |
| 1Y | +7.5% | +1.3% | +6.2% | +6.6% |
| 3Y | +69.1% | +16.3% | +52.8% | +60.2% |
| 5Y | +50.4% | -25.1% | +75.4% | +56.9% |
| 10Y | +108.0% | +121.1% | -13.1% | +67.5% |
| All | +8,048.1% | +4,171.7% | +3,876.4% | +3,573.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling