+406.7%
BNY vs ENB
+92.6%
+314.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.5% |
| 7D | -1.3% | -4.7% | +3.3% | +1.0% |
| 30D | -0.2% | -5.9% | +5.7% | +2.7% |
| 3M | +14.9% | -14.2% | +29.2% | +23.6% |
| 6M | +40.0% | -8.6% | +48.6% | +45.4% |
| YTD | +42.0% | +3.9% | +38.1% | +37.5% |
| 1Y | +56.9% | +1.8% | +55.0% | +53.3% |
| 3Y | +289.9% | +68.5% | +221.4% | +189.5% |
| 5Y | +259.2% | +62.4% | +196.8% | +170.9% |
| All | +406.7% | +92.6% | +314.1% | +221.1% |
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