+553.0%
AVGO vs ENB
+53.3%
+499.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.2% | +3.7% |
| 7D | 0.0% | -2.4% | +2.4% | +0.6% |
| 30D | -8.2% | +2.5% | -10.7% | -8.8% |
| 3M | -21.3% | -5.8% | -15.5% | -20.0% |
| 6M | -22.5% | -8.5% | -14.0% | -21.2% |
| YTD | -3.6% | +3.9% | -7.4% | -6.7% |
| 1Y | -6.7% | +3.7% | -10.4% | -9.7% |
| 3Y | +258.1% | +70.1% | +188.1% | +174.1% |
| All | +553.0% | +53.3% | +499.6% | +474.2% |
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