+39.3%
GEHC vs ENB
+53.3%
-14.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.3% |
| 7D | +0.8% | +3.1% | -2.3% | 0.0% |
| 30D | +21.3% | +2.1% | +19.2% | +20.6% |
| 3M | +12.6% | -4.4% | +17.0% | +13.8% |
| 6M | +34.3% | -10.1% | +44.3% | +37.8% |
| YTD | +1.4% | +5.2% | -3.8% | -1.3% |
| 1Y | +12.5% | +4.2% | +8.2% | +9.7% |
| 3Y | +19.2% | +70.1% | -50.9% | -2.6% |
| All | +39.3% | +53.3% | -14.0% | +14.7% |
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