+55.4%
ENB vs VIK
+243.7%
-188.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.5% |
| 7D | +3.1% | +2.7% | +0.4% | +3.0% |
| 30D | +2.1% | +8.8% | -6.7% | +1.7% |
| 3M | -4.4% | -15.3% | +10.9% | -3.8% |
| 6M | -10.1% | +9.4% | -19.4% | -10.7% |
| YTD | +5.2% | +25.9% | -20.7% | +3.1% |
| 1Y | +4.2% | +51.0% | -46.7% | +0.5% |
| All | +55.4% | +243.7% | -188.3% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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