+30,355.4%
AVGO vs ENB
+450.9%
+29,904.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.8% |
| 7D | +6.1% | -1.8% | +7.8% | +7.0% |
| 30D | -2.7% | +2.0% | -4.7% | -3.6% |
| 3M | -16.9% | -5.8% | -11.1% | -14.7% |
| 6M | -19.1% | -9.7% | -9.5% | -16.0% |
| YTD | +0.3% | +4.2% | -3.9% | -3.3% |
| 1Y | -1.2% | +3.2% | -4.4% | -4.4% |
| 3Y | +272.4% | +70.6% | +201.8% | +176.2% |
| 5Y | +579.0% | +55.1% | +523.9% | +423.5% |
| 10Y | +2,584.7% | +107.6% | +2,477.1% | +1,602.9% |
| All | +30,355.4% | +450.9% | +29,904.5% | +8,211.6% |
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