+6.8%
NOW vs ENB
+69.5%
-62.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.7% |
| 7D | -2.4% | -0.2% | -2.2% | -2.3% |
| 30D | +20.5% | -2.2% | +22.7% | +21.3% |
| 3M | +18.3% | -10.5% | +28.9% | +22.2% |
| 6M | +24.1% | -5.1% | +29.1% | +25.0% |
| YTD | -7.8% | +9.0% | -16.7% | -12.5% |
| 1Y | -21.4% | +8.2% | -29.6% | -25.3% |
| 3Y | +19.5% | +67.8% | -48.2% | -9.8% |
| All | +6.8% | +69.5% | -62.7% | -17.3% |
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 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