+661.1%
BX vs ENB
+92.6%
+568.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.4% | +3.1% |
| 7D | -5.6% | -4.7% | -1.0% | -2.8% |
| 30D | -12.2% | -5.9% | -6.3% | -9.1% |
| 3M | +7.4% | -14.2% | +21.6% | +17.4% |
| 6M | +22.2% | -8.6% | +30.8% | +27.8% |
| YTD | -14.0% | +3.9% | -17.9% | -17.6% |
| 1Y | -27.3% | +1.8% | -29.1% | -29.6% |
| 3Y | +24.5% | +68.5% | -43.9% | -14.1% |
| 5Y | +18.9% | +62.4% | -43.6% | -14.7% |
| All | +661.1% | +92.6% | +568.5% | +365.7% |
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