+111.7%
INTC vs ENB
+71.0%
+40.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.8% | +8.3% | +8.7% |
| 7D | +17.4% | -0.5% | +17.9% | +17.7% |
| 30D | +2.8% | -0.2% | +3.0% | +2.8% |
| 3M | -5.3% | -7.5% | +2.3% | -2.7% |
| 6M | +140.6% | -4.1% | +144.7% | +142.0% |
| YTD | +183.1% | +9.8% | +173.3% | +164.2% |
| 1Y | +326.8% | +8.7% | +318.1% | +298.8% |
| 3Y | +179.4% | +79.0% | +100.5% | +94.9% |
| 5Y | +111.7% | +69.1% | +42.6% | +51.5% |
| All | +111.7% | +71.0% | +40.7% | +51.5% |
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 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