+237.0%
HOOD vs ENB
+75.1%
+161.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.3% |
| 7D | +13.4% | -0.5% | +13.8% | +13.6% |
| 30D | +25.8% | -0.2% | +26.0% | +25.5% |
| 3M | +38.0% | -7.5% | +45.5% | +42.6% |
| 6M | +52.2% | -4.1% | +56.3% | +52.7% |
| YTD | +3.7% | +9.8% | -6.1% | -6.0% |
| 1Y | +0.1% | +8.7% | -8.6% | -8.8% |
| 3Y | +992.6% | +79.0% | +913.6% | +566.2% |
| 5Y | +193.0% | +69.1% | +123.9% | +93.0% |
| All | +237.0% | +75.1% | +161.9% | +130.0% |
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