+3,319.5%
V vs ENB
+449.7%
+2,869.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | 0.0% |
| 7D | +0.8% | -2.4% | +3.2% | +1.9% |
| 30D | +9.9% | +2.5% | +7.5% | +8.6% |
| 3M | +17.5% | -5.8% | +23.3% | +20.5% |
| 6M | +33.5% | -8.5% | +42.0% | +38.2% |
| YTD | +21.6% | +3.9% | +17.7% | +17.9% |
| 1Y | +27.6% | +3.7% | +23.9% | +23.7% |
| 3Y | +76.4% | +70.1% | +6.3% | +33.7% |
| 5Y | +103.8% | +53.2% | +50.6% | +60.8% |
| 10Y | +455.5% | +100.2% | +355.3% | +266.0% |
| All | +3,319.5% | +449.7% | +2,869.8% | +801.7% |
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 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