-0.5%
BBY vs ENB
+61.9%
-62.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.8% | +3.9% | +1.6% |
| 7D | +0.7% | -4.6% | +5.2% | +2.5% |
| 30D | +5.8% | -5.2% | +11.0% | +7.9% |
| 3M | +18.0% | -13.4% | +31.4% | +24.7% |
| 6M | +39.8% | -7.8% | +47.7% | +43.3% |
| YTD | +35.4% | +4.9% | +30.5% | +30.3% |
| 1Y | +21.4% | +3.2% | +18.1% | +17.5% |
| 3Y | +39.5% | +71.0% | -31.4% | +2.1% |
| 5Y | -0.5% | +64.0% | -64.5% | -25.6% |
| All | -0.5% | +61.9% | -62.4% | -25.6% |
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 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