+69.4%
ENB vs BEN
+40.0%
+29.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -0.4% |
| 7D | -0.3% | +3.4% | -3.7% | -1.0% |
| 30D | -1.1% | +1.8% | -2.9% | -1.5% |
| 3M | -8.5% | +8.4% | -16.8% | -10.1% |
| 6M | -4.5% | +35.6% | -40.2% | -10.5% |
| YTD | +9.1% | +46.4% | -37.3% | +0.3% |
| 1Y | +8.0% | +46.3% | -38.4% | -0.9% |
| 3Y | +77.8% | +54.6% | +23.2% | +58.5% |
| 5Y | +69.4% | +39.4% | +30.0% | +47.7% |
| All | +69.4% | +40.0% | +29.4% | +47.7% |
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 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