+30,513.3%
AVGO vs ENB
+448.1%
+30,065.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.9% | -3.8% | -4.3% |
| 7D | +18.2% | +1.7% | +16.5% | +17.4% |
| 30D | +0.2% | +0.7% | -0.5% | -0.1% |
| 3M | -16.8% | -5.8% | -11.0% | -14.6% |
| 6M | -16.5% | -11.3% | -5.1% | -12.5% |
| YTD | +0.8% | +3.7% | -2.9% | -2.6% |
| 1Y | +2.8% | +2.8% | +0.1% | -0.3% |
| 3Y | +278.5% | +67.7% | +210.9% | +183.3% |
| 5Y | +573.1% | +57.1% | +515.9% | +415.7% |
| 10Y | +2,598.7% | +106.6% | +2,492.1% | +1,616.2% |
| All | +30,513.3% | +448.1% | +30,065.2% | +8,276.6% |
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