+79.0%
ENB vs BEN
+56.8%
+22.2%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -0.5% | +4.7% | -5.2% | -0.9% |
| 30D | -0.2% | +2.6% | -2.8% | -0.5% |
| 3M | -7.5% | +11.5% | -19.0% | -8.6% |
| 6M | -4.1% | +35.3% | -39.5% | -7.2% |
| YTD | +9.8% | +48.6% | -38.8% | +4.9% |
| 1Y | +8.7% | +46.7% | -38.0% | +3.9% |
| 3Y | +79.0% | +57.0% | +22.0% | +74.0% |
| All | +79.0% | +56.8% | +22.2% | +74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling