+249.3%
HL vs ENB
+68.4%
+180.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.5% |
| 7D | +0.4% | -0.3% | +0.7% | +0.7% |
| 30D | +18.8% | -1.1% | +19.9% | +19.2% |
| 3M | +43.7% | -8.5% | +52.2% | +53.8% |
| 6M | -1.0% | -4.5% | +3.5% | +0.8% |
| YTD | +8.7% | +9.1% | -0.4% | -4.3% |
| 1Y | +105.0% | +8.0% | +97.0% | +81.8% |
| 3Y | +427.3% | +77.8% | +349.5% | +163.8% |
| 5Y | +249.3% | +69.4% | +179.9% | +94.8% |
| All | +249.3% | +68.4% | +180.9% | +94.8% |
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