+64.4%
LIN vs ENB
+51.1%
+13.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.5% |
| 7D | +0.1% | -3.7% | +3.8% | +1.6% |
| 30D | +7.6% | +1.7% | +5.8% | +6.7% |
| 3M | +6.5% | -6.3% | +12.8% | +9.2% |
| 6M | +6.2% | -9.2% | +15.4% | +10.0% |
| YTD | +23.2% | +3.1% | +20.1% | +20.3% |
| 1Y | +25.4% | +3.4% | +22.1% | +22.2% |
| 3Y | +38.3% | +68.9% | -30.6% | +5.6% |
| 5Y | +64.4% | +51.7% | +12.7% | +38.7% |
| All | +64.4% | +51.1% | +13.3% | +38.7% |
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