+105.9%
GILD vs ENB
+68.0%
+37.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.5% |
| 7D | -4.8% | -4.7% | -0.2% | -3.6% |
| 30D | +5.8% | -5.9% | +11.7% | +7.4% |
| 3M | +14.9% | -14.2% | +29.2% | +19.6% |
| 6M | -0.4% | -8.6% | +8.2% | +1.7% |
| YTD | +18.5% | +3.9% | +14.6% | +16.4% |
| 1Y | +25.1% | +1.8% | +23.3% | +23.6% |
| 3Y | +105.9% | +68.5% | +37.4% | +66.5% |
| All | +105.9% | +68.0% | +37.8% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling