+7,238.0%
NEE vs ENB
+11,799.4%
-4,561.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.5% |
| 7D | +1.9% | -0.2% | +2.2% | +2.0% |
| 30D | -2.2% | -2.2% | +0.1% | -1.6% |
| 3M | -1.2% | -10.5% | +9.3% | +1.5% |
| 6M | -8.6% | -5.1% | -3.5% | -7.4% |
| YTD | +6.2% | +9.0% | -2.8% | +3.9% |
| 1Y | +21.1% | +8.2% | +12.9% | +18.6% |
| 3Y | +36.4% | +67.8% | -31.4% | +20.2% |
| 5Y | +11.4% | +69.4% | -58.0% | -2.1% |
| 10Y | +250.0% | +117.5% | +132.5% | +182.9% |
| All | +7,238.0% | +11,799.4% | -4,561.4% | +4,336.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling