+2,217.7%
ENB vs IBB
+566.2%
+1,651.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.3% | -3.0% |
| 7D | -5.2% | -1.8% | -3.4% | -4.7% |
| 30D | +2.2% | +5.1% | -2.9% | +0.5% |
| 3M | -8.1% | +10.7% | -18.8% | -11.2% |
| 6M | -11.2% | +22.9% | -34.1% | -17.1% |
| YTD | +2.0% | +26.7% | -24.7% | -6.0% |
| 1Y | +4.1% | +35.1% | -31.0% | -6.0% |
| 3Y | +64.7% | +80.2% | -15.5% | +34.7% |
| 5Y | +46.6% | +37.8% | +8.7% | +28.7% |
| 10Y | +102.7% | +161.2% | -58.5% | +46.3% |
| All | +2,217.7% | +566.2% | +1,651.5% | +1,076.0% |
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