+139.3%
HOOD vs ENB
+64.4%
+74.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +2.4% |
| 7D | -0.6% | -3.7% | +3.0% | +1.3% |
| 30D | -23.6% | +1.7% | -25.3% | -24.3% |
| 3M | -10.7% | -6.3% | -4.4% | -8.0% |
| 6M | +8.2% | -9.2% | +17.4% | +11.7% |
| YTD | -26.3% | +3.1% | -29.4% | -31.1% |
| 1Y | -36.1% | +3.4% | -39.5% | -40.5% |
| 3Y | +950.7% | +68.9% | +881.8% | +559.6% |
| 5Y | +127.0% | +51.7% | +75.3% | +53.6% |
| All | +139.3% | +64.4% | +74.9% | +68.5% |
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 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