+88.5%
ENB vs BEN
+56.6%
+31.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -4.7% | -3.1% | -1.5% | -3.8% |
| 30D | -5.9% | +0.2% | -6.1% | -6.0% |
| 3M | -14.2% | +6.8% | -21.1% | -16.1% |
| 6M | -8.6% | +38.1% | -46.7% | -17.1% |
| YTD | +3.9% | +44.3% | -40.5% | -7.4% |
| 1Y | +1.8% | +42.6% | -40.8% | -9.1% |
| 3Y | +68.5% | +52.3% | +16.2% | +43.5% |
| 5Y | +62.4% | +37.6% | +24.8% | +38.4% |
| All | +88.5% | +56.6% | +31.9% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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