+11,799.4%
ENB vs BEN
+4,913.3%
+6,886.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -1.5% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | -2.2% | -0.5% | -1.7% | -2.2% |
| 3M | -10.5% | +9.7% | -20.2% | -12.3% |
| 6M | -5.1% | +33.9% | -39.0% | -10.6% |
| YTD | +9.0% | +49.0% | -40.0% | +0.3% |
| 1Y | +8.2% | +42.1% | -33.9% | +0.3% |
| 3Y | +67.8% | +51.9% | +15.9% | +51.0% |
| 5Y | +69.4% | +39.0% | +30.3% | +52.8% |
| 10Y | +117.5% | +57.9% | +59.7% | +85.2% |
| All | +11,799.4% | +4,913.3% | +6,886.0% | +8,283.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling