+502.9%
TEAM vs ENB
+98.3%
+404.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | -4.7% | -0.3% | -4.3% | -4.6% |
| 30D | +17.0% | -1.1% | +18.1% | +17.3% |
| 3M | +85.9% | -8.5% | +94.4% | +89.8% |
| 6M | +116.7% | -4.5% | +121.2% | +117.1% |
| YTD | +9.6% | +9.1% | +0.5% | +4.4% |
| 1Y | -2.5% | +8.0% | -10.5% | -6.9% |
| 3Y | -14.0% | +77.8% | -91.8% | -32.2% |
| 5Y | -53.1% | +69.4% | -122.5% | -62.1% |
| 10Y | +502.9% | +100.5% | +402.4% | +341.7% |
| All | +502.9% | +98.3% | +404.6% | +341.7% |
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