+977.1%
BE vs ENB
+133.3%
+843.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.3% |
| 7D | +23.9% | -0.3% | +24.3% | +24.3% |
| 30D | +27.8% | -1.1% | +28.9% | +28.6% |
| 3M | +3.7% | -8.5% | +12.2% | +9.6% |
| 6M | +78.0% | -4.5% | +82.5% | +81.2% |
| YTD | +209.9% | +9.1% | +200.8% | +177.0% |
| 1Y | +389.6% | +8.0% | +381.6% | +340.0% |
| 3Y | +1,730.6% | +77.8% | +1,652.8% | +907.6% |
| 5Y | +1,227.8% | +69.4% | +1,158.4% | +675.0% |
| All | +977.1% | +133.3% | +843.8% | +338.3% |
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 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