+641.7%
BE vs ENB
+122.2%
+519.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.1% | -5.0% |
| 7D | -13.4% | -2.4% | -10.9% | -11.4% |
| 30D | -33.9% | +2.5% | -36.4% | -35.4% |
| 3M | -12.0% | -5.8% | -6.2% | -8.3% |
| 6M | -29.0% | -8.5% | -20.5% | -25.2% |
| YTD | +113.4% | +3.9% | +109.5% | +97.6% |
| 1Y | +33.2% | +3.7% | +29.5% | +23.6% |
| 3Y | +1,659.2% | +70.1% | +1,589.1% | +894.2% |
| 5Y | +461.4% | +53.2% | +408.2% | +256.9% |
| All | +641.7% | +122.2% | +519.5% | +212.6% |
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 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