+10,678.2%
FISV vs ENB
+11,892.0%
-1,213.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.2% |
| 7D | -1.6% | -0.5% | -1.1% | -1.5% |
| 30D | -3.0% | -0.2% | -2.8% | -3.0% |
| 3M | -3.5% | -7.5% | +4.0% | -1.7% |
| 6M | -19.4% | -4.1% | -15.3% | -18.7% |
| YTD | -24.3% | +9.8% | -34.1% | -26.6% |
| 1Y | -62.4% | +8.7% | -71.1% | -63.4% |
| 3Y | -58.2% | +79.0% | -137.2% | -64.6% |
| 5Y | -56.5% | +69.1% | -125.6% | -62.8% |
| 10Y | -0.5% | +96.5% | -97.0% | -20.2% |
| All | +10,678.2% | +11,892.0% | -1,213.8% | +5,785.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling