+90.4%
ENB vs WAB
+292.7%
-202.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.8% | -3.8% |
| 7D | -4.6% | -0.2% | -4.4% | -4.5% |
| 30D | -5.2% | -5.9% | +0.7% | -3.6% |
| 3M | -13.4% | +9.4% | -22.8% | -16.0% |
| 6M | -7.8% | +13.8% | -21.7% | -12.0% |
| YTD | +4.9% | +31.8% | -26.9% | -4.5% |
| 1Y | +3.2% | +48.5% | -45.3% | -9.7% |
| 3Y | +71.0% | +167.0% | -96.0% | +21.0% |
| 5Y | +64.0% | +222.3% | -158.3% | +7.4% |
| All | +90.4% | +292.7% | -202.3% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WAB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling