+103.0%
PSX vs ENB
+8.3%
+94.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | +1.8% | -0.3% | +2.1% | +1.9% |
| 30D | +21.6% | -1.1% | +22.7% | +22.1% |
| 3M | +46.5% | -8.5% | +54.9% | +51.1% |
| 6M | +62.0% | -4.5% | +66.6% | +64.6% |
| YTD | +106.3% | +9.1% | +97.2% | +104.7% |
| 1Y | +103.0% | +8.0% | +95.0% | +101.5% |
| All | +103.0% | +8.3% | +94.6% | +101.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling