+98.3%
ENB vs IBB
+139.6%
-41.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +0.1% |
| 7D | -3.7% | +2.7% | -6.4% | -4.7% |
| 30D | +1.7% | +6.3% | -4.6% | -0.8% |
| 3M | -6.3% | +11.1% | -17.4% | -10.5% |
| 6M | -9.2% | +29.2% | -38.4% | -18.5% |
| YTD | +3.1% | +30.2% | -27.1% | -8.2% |
| 1Y | +3.4% | +39.5% | -36.1% | -10.7% |
| 3Y | +68.9% | +92.3% | -23.4% | +24.6% |
| 5Y | +51.7% | +43.0% | +8.7% | +26.4% |
| 10Y | +98.3% | +137.1% | -38.8% | +27.3% |
| All | +98.3% | +139.6% | -41.3% | +27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling