+17.8%
AVGO vs ENB
+7.5%
+10.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | 0.0% |
| 7D | -3.0% | -0.2% | -2.7% | -3.0% |
| 30D | -14.4% | -2.2% | -12.2% | -14.9% |
| 3M | -14.4% | -10.5% | -3.9% | -16.6% |
| 6M | +13.1% | -5.1% | +18.2% | +10.7% |
| YTD | +3.8% | +9.0% | -5.2% | +2.7% |
| 1Y | +17.8% | +8.2% | +9.6% | +18.0% |
| All | +17.8% | +7.5% | +10.2% | +18.0% |
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