+384.2%
ASX vs ENB
+50.3%
+333.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.4% | -19.4% | -20.2% |
| 7D | -33.3% | -2.4% | -30.9% | -32.6% |
| 30D | -36.5% | +3.4% | -39.8% | -37.2% |
| 3M | -19.2% | -6.1% | -13.1% | -17.2% |
| 6M | -10.2% | -10.0% | -0.2% | -7.3% |
| YTD | +86.5% | +4.7% | +81.8% | +77.8% |
| 1Y | +89.6% | +7.5% | +82.1% | +78.0% |
| 3Y | +298.6% | +69.1% | +229.5% | +178.8% |
| All | +384.2% | +50.3% | +333.9% | +264.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling