+249.5%
APLD vs ENB
+36.3%
+213.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.7% |
| 7D | +19.6% | 0.0% | +19.6% | +19.4% |
| 30D | -24.5% | +1.4% | -25.8% | -25.9% |
| 3M | -45.6% | -5.2% | -40.4% | -43.3% |
| 6M | -61.4% | -9.9% | -51.5% | -58.3% |
| YTD | -30.9% | +4.7% | -35.5% | -37.7% |
| 1Y | -35.8% | +2.8% | -38.6% | -41.2% |
| 3Y | +261.4% | +71.3% | +190.1% | +63.2% |
| All | +249.5% | +36.3% | +213.2% | +202.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling