+15.7%
GEHC vs ENB
+9.4%
+6.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.7% | +6.4% |
| 7D | +13.2% | +0.5% | +12.7% | +13.2% |
| 30D | +30.6% | +6.0% | +24.7% | +31.3% |
| 3M | +22.2% | -7.4% | +29.6% | +21.3% |
| 6M | +40.8% | -8.5% | +49.3% | +40.4% |
| YTD | +4.8% | +6.1% | -1.3% | +10.0% |
| 1Y | +15.7% | +9.4% | +6.3% | +23.6% |
| All | +15.7% | +9.4% | +6.3% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling