+77.6%
V vs ENB
+63.8%
+13.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.6% | +0.5% |
| 7D | +2.2% | -5.2% | +7.4% | +3.2% |
| 30D | +13.6% | +2.2% | +11.4% | +13.1% |
| 3M | +14.3% | -8.1% | +22.4% | +16.1% |
| 6M | +33.1% | -11.2% | +44.3% | +35.7% |
| YTD | +21.2% | +2.0% | +19.2% | +18.5% |
| 1Y | +26.4% | +4.1% | +22.4% | +22.6% |
| 3Y | +77.6% | +64.7% | +12.8% | +53.3% |
| All | +77.6% | +63.8% | +13.8% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling