+278.0%
APH vs ENB
+69.4%
+208.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.0% |
| 7D | -5.0% | -2.4% | -2.6% | -4.9% |
| 30D | -8.4% | +2.5% | -10.8% | -8.5% |
| 3M | -4.5% | -5.8% | +1.3% | -3.9% |
| 6M | +25.3% | -8.5% | +33.8% | +25.5% |
| YTD | +18.9% | +3.9% | +15.0% | +14.7% |
| 1Y | +11.9% | +3.7% | +8.2% | +8.0% |
| 3Y | +278.0% | +70.1% | +207.9% | +226.6% |
| All | +278.0% | +69.4% | +208.5% | +226.6% |
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