+40.3%
GEHC vs ENB
+51.4%
-11.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.2% | -0.6% |
| 7D | +3.7% | -2.4% | +6.1% | +4.3% |
| 30D | +27.3% | +2.5% | +24.8% | +26.5% |
| 3M | +14.7% | -5.8% | +20.5% | +16.4% |
| 6M | +31.9% | -8.5% | +40.4% | +34.6% |
| YTD | +2.2% | +3.9% | -1.7% | -0.3% |
| 1Y | +14.1% | +3.7% | +10.4% | +11.3% |
| 3Y | +21.0% | +70.1% | -49.1% | -1.2% |
| All | +40.3% | +51.4% | -11.0% | +15.9% |
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 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