+711.1%
AVGO vs ENB
+68.4%
+642.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -1.0% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -13.7% | -1.1% | -12.7% | -13.5% |
| 3M | -6.9% | -8.5% | +1.5% | -4.9% |
| 6M | +5.8% | -4.5% | +10.3% | +6.4% |
| YTD | +5.7% | +9.1% | -3.4% | +1.0% |
| 1Y | +9.0% | +8.0% | +1.1% | +4.4% |
| 3Y | +340.5% | +77.8% | +262.7% | +234.8% |
| 5Y | +711.1% | +69.4% | +641.7% | +552.2% |
| All | +711.1% | +68.4% | +642.6% | +552.2% |
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