+620.2%
ADI vs ENB
+109.5%
+510.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -3.0% |
| 7D | +9.5% | +3.1% | +6.3% | +8.0% |
| 30D | -1.4% | +2.1% | -3.5% | -2.3% |
| 3M | +4.7% | -4.4% | +9.2% | +6.6% |
| 6M | -7.4% | -10.1% | +2.6% | -3.7% |
| YTD | +48.1% | +5.2% | +42.9% | +42.7% |
| 1Y | +69.6% | +4.2% | +65.4% | +64.1% |
| 3Y | +144.4% | +70.1% | +74.3% | +84.8% |
| 5Y | +134.1% | +59.4% | +74.7% | +81.6% |
| All | +620.2% | +109.5% | +510.7% | +336.2% |
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