+152.3%
ACN vs ENB
+109.5%
+42.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | -3.8% | +3.1% | -7.0% | -5.0% |
| 30D | +16.5% | +2.1% | +14.4% | +15.5% |
| 3M | +41.5% | -4.4% | +45.9% | +43.7% |
| 6M | +60.1% | -10.1% | +70.1% | +66.2% |
| YTD | -3.9% | +5.2% | -9.1% | -7.4% |
| 1Y | +4.1% | +4.2% | -0.2% | +0.7% |
| 3Y | -15.9% | +70.1% | -85.9% | -35.6% |
| 5Y | -26.3% | +59.4% | -85.7% | -42.2% |
| All | +152.3% | +109.5% | +42.9% | +62.3% |
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