+2,856.4%
AVGO vs ENB
+98.3%
+2,758.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -0.8% |
| 7D | -0.8% | -0.3% | -0.5% | -0.6% |
| 30D | -13.7% | -1.1% | -12.7% | -13.4% |
| 3M | -6.9% | -8.5% | +1.5% | -3.7% |
| 6M | +5.8% | -4.5% | +10.3% | +7.1% |
| YTD | +5.7% | +9.1% | -3.4% | -0.1% |
| 1Y | +9.0% | +8.0% | +1.1% | +3.4% |
| 3Y | +340.5% | +77.8% | +262.7% | +219.5% |
| 5Y | +711.1% | +69.4% | +641.7% | +497.6% |
| 10Y | +2,856.4% | +100.5% | +2,755.9% | +1,717.7% |
| All | +2,856.4% | +98.3% | +2,758.1% | +1,717.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling