+70.5%
DOCN vs ENB
+80.7%
-10.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.5% | +5.1% | +3.9% |
| 7D | -19.2% | -5.2% | -14.0% | -16.7% |
| 30D | -43.1% | +2.2% | -45.2% | -43.9% |
| 3M | -40.7% | -8.1% | -32.6% | -38.0% |
| 6M | -55.0% | -11.2% | -43.8% | -52.3% |
| YTD | +50.6% | +2.0% | +48.6% | +43.9% |
| 1Y | +54.0% | +4.1% | +49.9% | +44.7% |
| 3Y | +203.9% | +64.7% | +139.2% | +92.3% |
| 5Y | -29.4% | +46.6% | -75.9% | -50.6% |
| All | +70.5% | +80.7% | -10.2% | +10.4% |
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