+62.2%
ENB vs VIK
+236.8%
-174.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.9% | +0.7% |
| 7D | -0.5% | +3.6% | -4.1% | -0.6% |
| 30D | -0.2% | -16.7% | +16.5% | +0.6% |
| 3M | -7.5% | -1.1% | -6.4% | -7.6% |
| 6M | -4.1% | +27.8% | -32.0% | -5.8% |
| YTD | +9.8% | +23.3% | -13.5% | +7.8% |
| 1Y | +8.7% | +38.2% | -29.5% | +5.5% |
| All | +62.2% | +236.8% | -174.6% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling