+61.1%
ENB vs UUUU
+79.1%
-18.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.6% |
| 7D | -4.7% | -10.5% | +5.9% | -4.0% |
| 30D | -5.9% | -10.5% | +4.6% | -5.3% |
| 3M | -14.2% | -14.1% | -0.1% | -13.7% |
| 6M | -8.6% | -35.5% | +26.9% | -6.8% |
| YTD | +3.9% | -10.9% | +14.8% | +2.0% |
| 1Y | +1.8% | +3.4% | -1.5% | -3.1% |
| 3Y | +68.5% | +73.1% | -4.6% | +45.8% |
| All | +61.1% | +79.1% | -18.1% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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