+706.7%
ETN vs ENB
+92.6%
+614.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +4.9% | +4.4% |
| 7D | +3.5% | -4.7% | +8.2% | +6.0% |
| 30D | -7.5% | -5.9% | -1.6% | -4.8% |
| 3M | +8.3% | -14.2% | +22.6% | +16.4% |
| 6M | +20.2% | -8.6% | +28.8% | +24.6% |
| YTD | +34.7% | +3.9% | +30.8% | +30.1% |
| 1Y | +19.4% | +1.8% | +17.6% | +16.5% |
| 3Y | +85.5% | +68.5% | +17.0% | +35.4% |
| 5Y | +186.6% | +62.4% | +124.2% | +110.2% |
| All | +706.7% | +92.6% | +614.1% | +396.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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