+405.7%
ENB price history and return analytics
+357.6%
+48.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -0.8% |
| 7D | -3.7% | +0.4% | -4.0% | -4.0% |
| 30D | +1.7% | -2.6% | +4.3% | +3.5% |
| 3M | -6.3% | -3.2% | -3.1% | -4.3% |
| 6M | -9.2% | +0.9% | -10.1% | -10.6% |
| YTD | +3.1% | +11.3% | -8.2% | -6.2% |
| 1Y | +3.4% | +14.0% | -10.6% | -7.7% |
| 3Y | +68.9% | +75.8% | -6.9% | +6.3% |
| 5Y | +51.7% | +57.8% | -6.1% | +2.9% |
| 10Y | +98.3% | +219.8% | -121.5% | -19.7% |
| All | +405.7% | +357.6% | +48.1% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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