+887.9%
APP vs ENB
+72.2%
+815.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +3.9% |
| 7D | +4.6% | +3.1% | +1.4% | +4.5% |
| 30D | +56.0% | +2.1% | +53.9% | +55.5% |
| 3M | +30.8% | -4.4% | +35.3% | +31.5% |
| 6M | -9.8% | -10.1% | +0.3% | -9.2% |
| YTD | -39.3% | +5.2% | -44.5% | -43.8% |
| 1Y | -26.4% | +4.2% | -30.7% | -31.7% |
| 3Y | +887.9% | +70.1% | +817.8% | +543.1% |
| All | +887.9% | +72.2% | +815.8% | +543.1% |
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