+200.6%
UAL vs ENB
+68.0%
+132.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -4.3% |
| 7D | +5.0% | -2.4% | +7.4% | +5.4% |
| 30D | -1.2% | +3.4% | -4.6% | -1.8% |
| 3M | -16.8% | -6.1% | -10.7% | -15.7% |
| 6M | +18.0% | -10.0% | +28.0% | +19.8% |
| YTD | -1.2% | +4.7% | -5.8% | -6.7% |
| 1Y | +14.3% | +7.5% | +6.8% | +5.9% |
| All | +200.6% | +68.0% | +132.5% | +92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling