+392.6%
ASX vs ENB
+67.6%
+325.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +2.0% | -2.2% | +4.2% | +2.2% |
| 3M | -1.3% | -10.5% | +9.2% | 0.0% |
| 6M | +71.4% | -5.1% | +76.5% | +70.9% |
| YTD | +135.3% | +9.0% | +126.4% | +126.1% |
| 1Y | +267.5% | +8.2% | +259.3% | +253.3% |
| All | +392.6% | +67.6% | +325.1% | +297.4% |
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 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