+100.5%
ENB vs GEN
+150.6%
-50.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -0.3% | -2.9% | +2.6% | +0.1% |
| 30D | -1.1% | +2.1% | -3.1% | -1.5% |
| 3M | -8.5% | +19.7% | -28.2% | -11.2% |
| 6M | -4.5% | +33.3% | -37.8% | -9.4% |
| YTD | +9.1% | +11.1% | -2.0% | +6.5% |
| 1Y | +8.0% | +3.0% | +5.0% | +6.8% |
| 3Y | +77.8% | +57.9% | +19.9% | +60.9% |
| 5Y | +69.4% | +20.6% | +48.8% | +58.0% |
| 10Y | +100.5% | +153.2% | -52.8% | +56.0% |
| All | +100.5% | +150.6% | -50.1% | +56.0% |
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