+112.5%
NET vs ENB
+69.5%
+43.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.5% |
| 7D | -7.0% | -0.2% | -6.8% | -6.8% |
| 30D | -4.8% | -2.2% | -2.6% | -3.6% |
| 3M | +3.8% | -10.5% | +14.3% | +10.5% |
| 6M | +50.0% | -5.1% | +55.1% | +53.4% |
| YTD | +41.5% | +9.0% | +32.5% | +31.3% |
| 1Y | +32.8% | +8.2% | +24.6% | +23.3% |
| 3Y | +335.9% | +67.8% | +268.1% | +179.1% |
| All | +112.5% | +69.5% | +43.0% | +38.2% |
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