+86.2%
SU vs ENB
+9.4%
+76.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.3% |
| 7D | -7.1% | +0.5% | -7.6% | -7.3% |
| 30D | +4.8% | +6.0% | -1.2% | +0.8% |
| 3M | +12.5% | -7.4% | +19.9% | +18.3% |
| 6M | +6.5% | -8.5% | +14.9% | +13.2% |
| YTD | +65.8% | +6.1% | +59.7% | +59.4% |
| 1Y | +86.2% | +9.4% | +76.7% | +75.3% |
| All | +86.2% | +9.4% | +76.7% | +75.3% |
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