+61.1%
ENB vs INDA
+5.7%
+55.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.3% |
| 7D | -4.7% | -2.7% | -2.0% | -3.8% |
| 30D | -5.9% | -2.8% | -3.1% | -5.0% |
| 3M | -14.2% | +1.6% | -15.9% | -14.9% |
| 6M | -8.6% | -1.4% | -7.2% | -8.4% |
| YTD | +3.9% | -10.1% | +14.0% | +7.7% |
| 1Y | +1.8% | -8.8% | +10.6% | +4.8% |
| 3Y | +68.5% | +7.6% | +60.9% | +57.2% |
| All | +61.1% | +5.7% | +55.4% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling