+90.4%
ENB vs SMTC
+516.8%
-426.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -0.9% | -3.5% |
| 7D | -4.6% | +17.5% | -22.1% | -6.2% |
| 30D | -5.2% | +21.3% | -26.5% | -7.5% |
| 3M | -13.4% | +3.1% | -16.5% | -14.8% |
| 6M | -7.8% | +81.7% | -89.5% | -15.6% |
| YTD | +4.9% | +115.9% | -111.1% | -6.2% |
| 1Y | +3.2% | +157.8% | -154.6% | -10.2% |
| 3Y | +71.0% | +557.3% | -486.3% | +17.3% |
| 5Y | +64.0% | +114.7% | -50.7% | +35.2% |
| All | +90.4% | +516.8% | -426.4% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SMTC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling