+27.4%
FISV vs ENB
+109.5%
-82.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.5% |
| 7D | +1.4% | +3.1% | -1.7% | +0.1% |
| 30D | +38.4% | +2.1% | +36.3% | +37.0% |
| 3M | +14.9% | -4.4% | +19.3% | +16.8% |
| 6M | +21.8% | -10.1% | +31.8% | +26.8% |
| YTD | -5.0% | +5.2% | -10.2% | -8.5% |
| 1Y | -1.2% | +4.2% | -5.4% | -4.5% |
| 3Y | -47.5% | +70.1% | -117.6% | -60.1% |
| 5Y | -36.7% | +59.4% | -96.1% | -50.8% |
| All | +27.4% | +109.5% | -82.1% | -21.5% |
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