+133.0%
ASX vs ENB
+4.1%
+128.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +3.4% |
| 7D | -9.1% | -2.4% | -6.7% | -9.8% |
| 30D | -23.6% | +2.5% | -26.1% | -22.9% |
| 3M | -5.6% | -5.8% | +0.2% | -6.9% |
| 6M | +4.7% | -8.5% | +13.2% | +0.9% |
| YTD | +122.6% | +3.9% | +118.7% | +112.7% |
| 1Y | +133.0% | +3.7% | +129.3% | +122.9% |
| All | +133.0% | +4.1% | +128.9% | +122.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling