+31,416.6%
AVGO vs ENB
+476.0%
+30,940.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | -3.0% | -0.2% | -2.7% | -2.9% |
| 30D | -14.4% | -2.2% | -12.2% | -13.6% |
| 3M | -14.4% | -10.5% | -3.9% | -10.4% |
| 6M | +13.1% | -5.1% | +18.2% | +14.8% |
| YTD | +3.8% | +9.0% | -5.2% | -1.8% |
| 1Y | +17.8% | +8.2% | +9.6% | +11.5% |
| 3Y | +325.3% | +67.8% | +257.5% | +218.6% |
| 5Y | +689.9% | +69.4% | +620.6% | +483.8% |
| 10Y | +2,597.0% | +117.5% | +2,479.5% | +1,568.3% |
| All | +31,416.6% | +476.0% | +30,940.7% | +8,339.3% |
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