+5,634.3%
HON vs ENB
+11,799.4%
-6,165.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.2% |
| 7D | -3.6% | -0.2% | -3.4% | -3.5% |
| 30D | -15.3% | -2.2% | -13.0% | -14.7% |
| 3M | -7.9% | -10.5% | +2.6% | -4.7% |
| 6M | -18.1% | -5.1% | -13.0% | -16.9% |
| YTD | +3.8% | +9.0% | -5.1% | +0.6% |
| 1Y | +0.5% | +8.2% | -7.7% | -2.6% |
| 3Y | +19.8% | +67.8% | -48.0% | +0.1% |
| 5Y | +2.9% | +69.4% | -66.5% | -14.5% |
| 10Y | +134.6% | +117.5% | +17.1% | +75.8% |
| All | +5,634.3% | +11,799.4% | -6,165.1% | +2,596.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling