+2,375.9%
ENB vs IBB
+560.8%
+1,815.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | -0.2% | +1.4% | -1.6% | -0.6% |
| 30D | -2.2% | +10.5% | -12.7% | -5.3% |
| 3M | -10.5% | +23.6% | -34.1% | -16.3% |
| 6M | -5.1% | +22.6% | -27.7% | -11.2% |
| YTD | +9.0% | +25.7% | -16.7% | +0.9% |
| 1Y | +8.2% | +51.4% | -43.2% | -5.5% |
| 3Y | +67.8% | +64.4% | +3.4% | +41.5% |
| 5Y | +69.4% | +22.1% | +47.2% | +54.5% |
| 10Y | +117.5% | +132.5% | -14.9% | +62.2% |
| All | +2,375.9% | +560.8% | +1,815.1% | +1,162.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling