+8.7%
ENB vs IBB
+45.6%
-36.9%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +2.9% | +0.6% |
| 7D | -0.5% | -1.7% | +1.2% | -0.6% |
| 30D | -0.2% | +4.9% | -5.1% | +0.1% |
| 3M | -7.5% | +24.2% | -31.7% | -6.2% |
| 6M | -4.1% | +23.8% | -28.0% | -2.8% |
| YTD | +9.8% | +23.0% | -13.1% | +11.1% |
| 1Y | +8.7% | +46.2% | -37.5% | +11.2% |
| All | +8.7% | +45.6% | -36.9% | +11.2% |
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