+502.7%
NOW vs ENB
+101.8%
+400.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.8% | -3.3% |
| 7D | -8.7% | -2.4% | -6.3% | -7.9% |
| 30D | -29.3% | +2.5% | -31.8% | -30.2% |
| 3M | -21.8% | -5.8% | -16.1% | -20.4% |
| 6M | +9.2% | -8.5% | +17.7% | +11.8% |
| YTD | -35.0% | +3.9% | -38.9% | -37.3% |
| 1Y | -42.5% | +3.7% | -46.2% | -44.5% |
| 3Y | -21.5% | +70.1% | -91.6% | -39.6% |
| 5Y | -25.8% | +53.2% | -79.0% | -40.2% |
| All | +502.7% | +101.8% | +400.9% | +286.1% |
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