+79.0%
ENB vs WCC
+137.6%
-58.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.6% |
| 7D | -0.5% | +8.5% | -9.0% | -1.0% |
| 30D | -0.2% | -1.0% | +0.8% | -0.2% |
| 3M | -7.5% | +2.1% | -9.6% | -7.8% |
| 6M | -4.1% | +36.8% | -41.0% | -6.8% |
| YTD | +9.8% | +47.7% | -37.9% | +5.9% |
| 1Y | +8.7% | +66.5% | -57.8% | +3.6% |
| 3Y | +79.0% | +134.2% | -55.2% | +59.0% |
| All | +79.0% | +137.6% | -58.6% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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