+2,793.8%
ASX vs ENB
+2,593.0%
+200.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.4% | -19.4% | -20.2% |
| 7D | -33.3% | -2.4% | -30.9% | -32.5% |
| 30D | -36.5% | +3.4% | -39.8% | -37.3% |
| 3M | -19.2% | -6.1% | -13.1% | -17.1% |
| 6M | -10.2% | -10.0% | -0.2% | -6.9% |
| YTD | +86.5% | +4.7% | +81.8% | +80.3% |
| 1Y | +89.6% | +7.5% | +82.1% | +80.9% |
| 3Y | +298.6% | +69.1% | +229.5% | +206.6% |
| 5Y | +414.3% | +50.4% | +363.9% | +315.7% |
| 10Y | +711.1% | +108.0% | +603.1% | +443.7% |
| All | +2,793.8% | +2,593.0% | +200.8% | +846.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling