+70.1%
SU vs ENB
+7.5%
+62.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.8% |
| 7D | +2.9% | -0.2% | +3.1% | +3.1% |
| 30D | +7.2% | -2.2% | +9.4% | +8.8% |
| 3M | +2.8% | -10.5% | +13.3% | +10.4% |
| 6M | +18.2% | -5.1% | +23.3% | +22.7% |
| YTD | +54.0% | +9.0% | +45.0% | +46.6% |
| 1Y | +70.1% | +8.2% | +61.9% | +63.0% |
| All | +70.1% | +7.5% | +62.6% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 1y: compounded portfolio wealth divided by compounded ENB 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…
1y analysis · Full analysis span regression · 6 months rolling