+88.5%
ENB vs BRKR
+155.3%
-66.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | -4.7% | -8.7% | +4.0% | -3.4% |
| 30D | -5.9% | -9.9% | +4.0% | -4.6% |
| 3M | -14.2% | -3.1% | -11.2% | -14.7% |
| 6M | -8.6% | +45.5% | -54.1% | -15.9% |
| YTD | +3.9% | +13.7% | -9.8% | -0.9% |
| 1Y | +1.8% | +67.4% | -65.6% | -10.5% |
| 3Y | +68.5% | -13.2% | +81.7% | +61.9% |
| 5Y | +62.4% | -39.5% | +101.9% | +68.7% |
| All | +88.5% | +155.3% | -66.8% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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