+506.6%
APP vs ENB
+79.9%
+426.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.9% |
| 7D | +61.1% | -2.4% | +63.5% | +62.4% |
| 30D | +42.8% | +2.5% | +40.3% | +40.2% |
| 3M | +16.7% | -5.8% | +22.5% | +19.1% |
| 6M | -15.6% | -8.5% | -7.1% | -13.9% |
| YTD | -41.3% | +3.9% | -45.2% | -45.7% |
| 1Y | -39.3% | +3.7% | -43.0% | -43.9% |
| 3Y | +803.2% | +70.1% | +733.1% | +475.1% |
| 5Y | +313.2% | +53.2% | +260.0% | +202.5% |
| All | +506.6% | +79.9% | +426.7% | +304.4% |
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