+100.2%
ENB vs GEN
+151.0%
-50.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -2.4% | +1.0% | -3.4% | -2.6% |
| 30D | +2.5% | +29.1% | -26.6% | -1.6% |
| 3M | -5.8% | +2.9% | -8.7% | -6.7% |
| 6M | -8.5% | +33.6% | -42.1% | -13.3% |
| YTD | +3.9% | +12.0% | -8.2% | +0.9% |
| 1Y | +3.7% | +16.2% | -12.5% | 0.0% |
| 3Y | +70.1% | +65.1% | +5.0% | +52.2% |
| 5Y | +53.2% | +33.3% | +19.9% | +39.9% |
| 10Y | +100.2% | +149.7% | -49.5% | +56.8% |
| All | +100.2% | +151.0% | -50.8% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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