+8,390.6%
PWR vs ENB
+3,092.3%
+5,298.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.1% |
| 7D | +3.6% | -0.2% | +3.8% | +3.7% |
| 30D | -8.6% | -2.2% | -6.3% | -7.7% |
| 3M | -13.2% | -10.5% | -2.7% | -8.9% |
| 6M | +9.9% | -5.1% | +15.0% | +12.2% |
| YTD | +48.0% | +9.0% | +39.1% | +41.5% |
| 1Y | +66.2% | +8.2% | +58.0% | +59.1% |
| 3Y | +195.1% | +67.8% | +127.4% | +128.2% |
| 5Y | +442.6% | +69.4% | +373.2% | +316.6% |
| 10Y | +2,334.2% | +117.5% | +2,216.7% | +1,502.2% |
| All | +8,390.6% | +3,092.3% | +5,298.3% | +3,178.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling