+1,980.5%
NOW vs ENB
+145.7%
+1,834.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.4% | -4.6% | -5.4% |
| 7D | -6.7% | -2.4% | -4.3% | -5.9% |
| 30D | -25.8% | +3.4% | -29.2% | -26.9% |
| 3M | -12.7% | -6.1% | -6.6% | -11.0% |
| 6M | +11.2% | -10.0% | +21.3% | +14.6% |
| YTD | -33.2% | +4.7% | -37.8% | -35.5% |
| 1Y | -41.8% | +7.5% | -49.3% | -44.5% |
| 3Y | -15.7% | +69.1% | -84.8% | -33.6% |
| 5Y | -26.0% | +50.4% | -76.4% | -39.0% |
| 10Y | +515.1% | +108.0% | +407.1% | +326.4% |
| All | +1,980.5% | +145.7% | +1,834.8% | +1,295.2% |
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 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