+246.5%
BBY vs ENB
+92.6%
+154.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.0% | +3.5% |
| 7D | +0.6% | -4.7% | +5.2% | +2.8% |
| 30D | +9.4% | -5.9% | +15.3% | +12.4% |
| 3M | +19.3% | -14.2% | +33.6% | +27.9% |
| 6M | +47.9% | -8.6% | +56.5% | +53.1% |
| YTD | +39.6% | +3.9% | +35.7% | +35.2% |
| 1Y | +22.2% | +1.8% | +20.4% | +19.3% |
| 3Y | +45.0% | +68.5% | -23.5% | +8.3% |
| 5Y | +2.6% | +62.4% | -59.9% | -22.5% |
| All | +246.5% | +92.6% | +154.0% | +121.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling