+651.5%
ADI vs ENB
+92.6%
+558.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +5.8% | +5.3% |
| 7D | +4.6% | -4.7% | +9.2% | +6.7% |
| 30D | -1.2% | -5.9% | +4.7% | +1.3% |
| 3M | -7.8% | -14.2% | +6.4% | -1.9% |
| 6M | +19.3% | -8.6% | +27.9% | +23.1% |
| YTD | +40.9% | +3.9% | +37.0% | +36.8% |
| 1Y | +54.5% | +1.8% | +52.7% | +51.2% |
| 3Y | +123.4% | +68.5% | +54.9% | +70.4% |
| 5Y | +142.3% | +62.4% | +79.9% | +87.3% |
| All | +651.5% | +92.6% | +558.9% | +384.4% |
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