+7,561.1%
ENB vs HIG
+1,002.1%
+6,559.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | -2.2% | -3.2% | +1.0% | -1.9% |
| 3M | -10.5% | +9.1% | -19.7% | -11.4% |
| 6M | -5.1% | -1.8% | -3.3% | -5.0% |
| YTD | +9.0% | +1.8% | +7.2% | +8.6% |
| 1Y | +8.2% | +4.6% | +3.6% | +7.5% |
| 3Y | +67.8% | +101.6% | -33.9% | +54.3% |
| 5Y | +69.4% | +124.5% | -55.1% | +53.8% |
| 10Y | +117.5% | +317.8% | -200.3% | +83.2% |
| All | +7,561.1% | +1,002.1% | +6,559.1% | +5,431.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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