+242.7%
PWR vs ENB
+72.2%
+170.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | +11.3% | +3.1% | +8.2% | +10.2% |
| 30D | -8.9% | +2.1% | -11.0% | -9.4% |
| 3M | -10.5% | -4.4% | -6.1% | -9.1% |
| 6M | -22.2% | -10.1% | -12.1% | -19.7% |
| YTD | +42.7% | +5.2% | +37.6% | +39.1% |
| 1Y | +41.1% | +4.2% | +36.9% | +37.9% |
| 3Y | +242.7% | +70.1% | +172.7% | +195.9% |
| All | +242.7% | +72.2% | +170.6% | +195.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling