+96.5%
ENB vs IBB
+122.6%
-26.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +2.9% | +1.6% |
| 7D | -0.5% | -1.7% | +1.2% | +0.1% |
| 30D | -0.2% | +4.9% | -5.1% | -2.3% |
| 3M | -7.5% | +24.2% | -31.7% | -15.3% |
| 6M | -4.1% | +23.8% | -28.0% | -12.4% |
| YTD | +9.8% | +23.0% | -13.1% | +0.3% |
| 1Y | +8.7% | +46.2% | -37.5% | -7.8% |
| 3Y | +79.0% | +64.8% | +14.2% | +41.9% |
| 5Y | +69.1% | +20.9% | +48.2% | +52.2% |
| 10Y | +96.5% | +121.6% | -25.1% | +31.6% |
| All | +96.5% | +122.6% | -26.2% | +31.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling