+484.0%
V vs ENB
+109.5%
+374.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +0.9% | +3.1% | -2.2% | -0.5% |
| 30D | +9.0% | +2.1% | +6.9% | +7.9% |
| 3M | +16.7% | -4.4% | +21.1% | +18.9% |
| 6M | +33.4% | -10.1% | +43.5% | +39.2% |
| YTD | +22.4% | +5.2% | +17.2% | +17.8% |
| 1Y | +27.7% | +4.2% | +23.4% | +23.4% |
| 3Y | +78.0% | +70.1% | +7.9% | +34.0% |
| 5Y | +108.5% | +59.4% | +49.1% | +60.4% |
| All | +484.0% | +109.5% | +374.5% | +254.4% |
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