+985.8%
ASX vs ENB
+109.5%
+876.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.3% |
| 7D | +12.4% | +3.1% | +9.3% | +10.9% |
| 30D | -19.8% | +2.1% | -21.9% | -20.6% |
| 3M | -10.3% | -4.4% | -5.9% | -8.6% |
| 6M | +1.2% | -10.1% | +11.3% | +5.1% |
| YTD | +123.0% | +5.2% | +117.8% | +114.0% |
| 1Y | +145.4% | +4.2% | +141.2% | +136.3% |
| 3Y | +368.6% | +70.1% | +298.5% | +247.8% |
| 5Y | +486.0% | +59.4% | +426.6% | +348.9% |
| All | +985.8% | +109.5% | +876.3% | +565.8% |
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