+244.8%
NEE vs ENB
+92.6%
+152.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.2% |
| 7D | -1.3% | -4.7% | +3.3% | +0.5% |
| 30D | -3.3% | -5.9% | +2.6% | -1.1% |
| 3M | -2.3% | -14.2% | +12.0% | +3.7% |
| 6M | -8.9% | -8.6% | -0.3% | -5.7% |
| YTD | +4.8% | +3.9% | +0.9% | +3.1% |
| 1Y | +18.7% | +1.8% | +16.9% | +17.6% |
| 3Y | +33.2% | +68.5% | -35.2% | +8.8% |
| 5Y | +10.9% | +62.4% | -51.6% | -8.4% |
| All | +244.8% | +92.6% | +152.3% | +157.3% |
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