-71.6%
OPEN vs ENB
+138.5%
-210.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -3.1% |
| 7D | +1.0% | -0.5% | +1.5% | +1.3% |
| 30D | -11.9% | -0.2% | -11.7% | -12.1% |
| 3M | -28.8% | -7.5% | -21.3% | -25.4% |
| 6M | -38.6% | -4.1% | -34.5% | -37.7% |
| YTD | -47.3% | +9.8% | -57.1% | -52.4% |
| 1Y | -49.2% | +8.7% | -57.9% | -53.9% |
| 3Y | -18.8% | +79.0% | -97.8% | -53.4% |
| 5Y | -83.6% | +69.1% | -152.7% | -89.2% |
| All | -71.6% | +138.5% | -210.1% | -81.7% |
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