+54.7%
ENB vs BEN
+32.3%
+22.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.5% |
| 7D | -2.4% | +12.1% | -14.6% | -4.6% |
| 30D | +2.5% | +13.4% | -10.9% | 0.0% |
| 3M | -5.8% | +9.4% | -15.2% | -7.5% |
| 6M | -8.5% | +19.3% | -27.8% | -12.0% |
| YTD | +3.9% | +57.3% | -53.4% | -6.2% |
| 1Y | +3.7% | +69.1% | -65.4% | -7.9% |
| 3Y | +70.1% | +85.6% | -15.6% | +43.6% |
| All | +54.7% | +32.3% | +22.4% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling