+40.7%
ENOR price history and return analytics
+53.4%
-12.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.6% |
| 7D | -6.3% | -2.3% | -4.0% | -4.6% |
| 30D | +0.8% | -5.0% | +5.8% | +5.2% |
| 3M | +2.3% | -4.9% | +7.1% | +6.5% |
| 6M | -1.2% | -1.5% | +0.4% | -0.6% |
| YTD | +28.0% | +8.5% | +19.6% | +17.1% |
| 1Y | +37.0% | +11.4% | +25.6% | +22.0% |
| 3Y | +81.2% | +70.1% | +11.1% | +5.6% |
| All | +40.7% | +53.4% | -12.7% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling