+279.0%
AG vs ENB
+79.6%
+199.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.5% |
| 7D | +4.5% | -0.5% | +5.0% | +4.7% |
| 30D | +12.9% | -0.2% | +13.1% | +12.6% |
| 3M | +20.9% | -7.5% | +28.5% | +25.7% |
| 6M | -19.5% | -4.1% | -15.4% | -19.1% |
| YTD | +24.8% | +9.8% | +15.0% | +12.5% |
| 1Y | +120.2% | +8.7% | +111.5% | +99.4% |
| 3Y | +279.0% | +79.0% | +200.0% | +155.7% |
| All | +279.0% | +79.6% | +199.4% | +155.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling