+132.9%
ADBE vs ENB
+108.4%
+24.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -3.2% | 0.0% | -3.2% | -3.2% |
| 30D | +1.0% | +1.4% | -0.4% | +0.3% |
| 3M | -7.8% | -5.2% | -2.6% | -6.0% |
| 6M | -1.0% | -9.9% | +9.0% | +2.7% |
| YTD | -31.8% | +4.7% | -36.5% | -34.0% |
| 1Y | -29.2% | +2.8% | -32.0% | -31.0% |
| 3Y | -60.1% | +71.3% | -131.4% | -69.3% |
| 5Y | -63.7% | +58.6% | -122.3% | -71.3% |
| All | +132.9% | +108.4% | +24.5% | +47.7% |
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