+36.0%
HBAN vs ENB
+61.9%
-26.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.8% | +4.4% | +2.6% |
| 7D | -1.9% | -4.6% | +2.6% | +0.4% |
| 30D | -5.9% | -5.2% | -0.6% | -3.3% |
| 3M | +0.2% | -13.4% | +13.6% | +7.8% |
| 6M | +6.6% | -7.8% | +14.5% | +10.5% |
| YTD | -1.7% | +4.9% | -6.6% | -6.2% |
| 1Y | -1.7% | +3.2% | -5.0% | -5.4% |
| 3Y | +74.9% | +71.0% | +3.9% | +17.7% |
| 5Y | +36.0% | +64.0% | -28.0% | -12.1% |
| All | +36.0% | +61.9% | -26.0% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling