-89.0%
OPEN vs ENB
+128.4%
-217.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.1% | -4.0% |
| 7D | -15.0% | +3.1% | -18.1% | -16.9% |
| 30D | -40.2% | +2.1% | -42.3% | -41.0% |
| 3M | -67.4% | -4.4% | -63.0% | -66.5% |
| 6M | -74.0% | -10.1% | -64.0% | -72.3% |
| YTD | -79.6% | +5.2% | -84.8% | -81.0% |
| 1Y | -86.1% | +4.2% | -90.3% | -87.0% |
| 3Y | -41.4% | +70.1% | -111.5% | -65.1% |
| 5Y | -94.9% | +59.4% | -154.3% | -96.5% |
| All | -89.0% | +128.4% | -217.4% | -92.7% |
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