+514.0%
NOW vs ENB
+109.5%
+404.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +0.3% | +3.1% | -2.8% | -0.9% |
| 30D | -27.0% | +2.1% | -29.1% | -27.8% |
| 3M | -19.6% | -4.4% | -15.2% | -18.6% |
| 6M | +17.5% | -10.1% | +27.5% | +21.1% |
| YTD | -33.3% | +5.2% | -38.4% | -35.9% |
| 1Y | -39.8% | +4.2% | -44.1% | -42.1% |
| 3Y | -19.9% | +70.1% | -90.0% | -38.3% |
| 5Y | -26.1% | +59.4% | -85.5% | -41.3% |
| All | +514.0% | +109.5% | +404.5% | +277.9% |
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