+265.2%
SU vs ENB
+92.6%
+172.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.7% |
| 7D | +2.2% | -4.7% | +6.9% | +6.7% |
| 30D | +8.4% | -5.9% | +14.3% | +14.4% |
| 3M | +12.1% | -14.2% | +26.3% | +28.8% |
| 6M | +19.7% | -8.6% | +28.3% | +29.3% |
| YTD | +58.4% | +3.9% | +54.5% | +51.5% |
| 1Y | +67.2% | +1.8% | +65.4% | +62.7% |
| 3Y | +125.0% | +68.5% | +56.5% | +33.0% |
| 5Y | +355.1% | +62.4% | +292.6% | +184.7% |
| All | +265.2% | +92.6% | +172.6% | +102.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling