+100.2%
UAL vs ENB
+99.8%
+0.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.1% | +5.7% | +6.0% |
| 7D | +10.2% | -3.7% | +13.9% | +13.3% |
| 30D | +12.0% | +1.7% | +10.3% | +10.3% |
| 3M | -7.1% | -6.3% | -0.8% | -3.1% |
| 6M | +20.9% | -9.2% | +30.1% | +27.5% |
| YTD | +7.7% | +3.1% | +4.5% | +1.0% |
| 1Y | +23.6% | +3.4% | +20.2% | +15.2% |
| 3Y | +222.6% | +68.9% | +153.6% | +95.2% |
| 5Y | +127.9% | +51.7% | +76.2% | +49.0% |
| 10Y | +100.2% | +98.3% | +1.9% | -1.0% |
| All | +100.2% | +99.8% | +0.4% | -1.0% |
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 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