+52.1%
TEL vs ENB
+61.9%
-9.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +1.5% |
| 7D | -2.3% | -4.6% | +2.3% | -0.5% |
| 30D | -6.1% | -5.2% | -0.9% | -4.1% |
| 3M | +1.7% | -13.4% | +15.1% | +7.4% |
| 6M | +1.6% | -7.8% | +9.4% | +4.1% |
| YTD | -9.1% | +4.9% | -14.0% | -12.6% |
| 1Y | -1.7% | +3.2% | -4.9% | -4.9% |
| 3Y | +67.3% | +71.0% | -3.7% | +20.9% |
| 5Y | +52.1% | +64.0% | -11.9% | +12.1% |
| All | +52.1% | +61.9% | -9.8% | +12.1% |
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