+357.7%
IGV vs ENB
+92.6%
+265.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.7% |
| 7D | -2.9% | -4.7% | +1.7% | -1.2% |
| 30D | -1.5% | -5.9% | +4.4% | +0.6% |
| 3M | +11.7% | -14.2% | +25.9% | +17.9% |
| 6M | +18.4% | -8.6% | +27.0% | +21.5% |
| YTD | -3.9% | +3.9% | -7.8% | -6.7% |
| 1Y | -9.7% | +1.8% | -11.5% | -11.7% |
| 3Y | +38.4% | +68.5% | -30.1% | +8.5% |
| 5Y | +21.6% | +62.4% | -40.8% | -3.5% |
| All | +357.7% | +92.6% | +265.2% | +217.5% |
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