+451.9%
PWR vs ENB
+68.4%
+383.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.5% |
| 7D | +2.7% | -0.3% | +3.0% | +2.8% |
| 30D | -5.1% | -1.1% | -4.1% | -4.6% |
| 3M | -9.4% | -8.5% | -0.9% | -5.5% |
| 6M | +10.4% | -4.5% | +15.0% | +12.4% |
| YTD | +48.6% | +9.1% | +39.6% | +40.5% |
| 1Y | +68.0% | +8.0% | +60.1% | +59.5% |
| 3Y | +204.7% | +77.8% | +126.9% | +112.0% |
| 5Y | +451.9% | +69.4% | +382.6% | +296.6% |
| All | +451.9% | +68.4% | +383.5% | +296.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling