+88.5%
ENB vs ZBRA
+435.2%
-346.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.3% |
| 7D | -4.7% | -3.4% | -1.2% | -4.1% |
| 30D | -5.9% | -7.4% | +1.5% | -4.6% |
| 3M | -14.2% | +57.5% | -71.8% | -22.1% |
| 6M | -8.6% | +64.0% | -72.6% | -18.1% |
| YTD | +3.9% | +44.3% | -40.4% | -5.1% |
| 1Y | +1.8% | +10.9% | -9.1% | -2.3% |
| 3Y | +68.5% | +37.5% | +31.0% | +47.8% |
| 5Y | +62.4% | -39.7% | +102.1% | +70.0% |
| All | +88.5% | +435.2% | -346.7% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling