+136,006.1%
UNH vs ENB
+11,799.4%
+124,206.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.7% |
| 7D | +1.1% | -0.2% | +1.3% | +1.1% |
| 30D | -3.8% | -2.2% | -1.5% | -3.2% |
| 3M | +0.7% | -10.5% | +11.2% | +3.6% |
| 6M | +37.9% | -5.1% | +42.9% | +39.5% |
| YTD | +21.9% | +9.0% | +13.0% | +18.8% |
| 1Y | +31.4% | +8.2% | +23.2% | +28.2% |
| 3Y | -11.4% | +67.8% | -79.2% | -23.7% |
| 5Y | +2.5% | +69.4% | -66.8% | -12.4% |
| 10Y | +242.9% | +117.5% | +125.3% | +167.5% |
| All | +136,006.1% | +11,799.4% | +124,206.7% | +72,381.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling