+107.5%
UAL vs ENB
+106.3%
+1.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +3.2% |
| 7D | +0.7% | -0.2% | +0.9% | +0.8% |
| 30D | -16.1% | -2.2% | -13.9% | -14.9% |
| 3M | +6.1% | -10.5% | +16.6% | +14.5% |
| 6M | +10.8% | -5.1% | +15.9% | +13.4% |
| YTD | -0.4% | +9.0% | -9.4% | -9.8% |
| 1Y | +5.0% | +8.2% | -3.2% | -4.9% |
| 3Y | +124.0% | +67.8% | +56.3% | +37.9% |
| 5Y | +141.0% | +69.4% | +71.6% | +45.4% |
| All | +107.5% | +106.3% | +1.1% | +0.5% |
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