+1,182.4%
URI vs ENB
+99.3%
+1,083.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.8% | -2.6% |
| 7D | -6.0% | -2.4% | -3.6% | -4.3% |
| 30D | +4.6% | +2.5% | +2.1% | +2.7% |
| 3M | -2.7% | -5.8% | +3.1% | +1.3% |
| 6M | +18.4% | -8.5% | +26.9% | +24.8% |
| YTD | +37.4% | +3.9% | +33.5% | +30.6% |
| 1Y | +30.4% | +3.7% | +26.7% | +23.8% |
| 3Y | +147.9% | +70.1% | +77.8% | +57.2% |
| 5Y | +202.1% | +53.2% | +148.9% | +107.1% |
| 10Y | +1,182.4% | +100.2% | +1,082.2% | +561.0% |
| All | +1,182.4% | +99.3% | +1,083.2% | +561.0% |
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