+9.4%
ENB vs IBB
+42.2%
-32.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -3.0% | -0.1% |
| 7D | +0.5% | +2.2% | -1.7% | +0.7% |
| 30D | +6.0% | +6.3% | -0.4% | +6.6% |
| 3M | -7.4% | +16.3% | -23.7% | -6.3% |
| 6M | -8.5% | +30.0% | -38.5% | -6.6% |
| YTD | +6.1% | +31.1% | -25.0% | +7.9% |
| 1Y | +9.4% | +42.0% | -32.6% | +11.3% |
| All | +9.4% | +42.2% | -32.8% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling