+1,254.4%
AAPL vs ENB
+94.4%
+1,159.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.8% | +7.4% | +5.2% |
| 7D | -0.5% | -4.6% | +4.1% | +1.4% |
| 30D | +7.1% | -5.2% | +12.3% | +9.4% |
| 3M | +12.1% | -13.4% | +25.5% | +18.7% |
| 6M | +25.4% | -7.8% | +33.2% | +29.0% |
| YTD | +20.5% | +4.9% | +15.6% | +16.6% |
| 1Y | +44.5% | +3.2% | +41.3% | +40.7% |
| 3Y | +85.8% | +71.0% | +14.8% | +41.2% |
| 5Y | +124.8% | +64.0% | +60.8% | +73.7% |
| All | +1,254.4% | +94.4% | +1,159.9% | +789.4% |
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