+2,954.6%
ENB vs WCC
+1,713.7%
+1,240.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.7% | -1.4% |
| 7D | -0.2% | +4.5% | -4.7% | -0.9% |
| 30D | -2.2% | -5.8% | +3.6% | -1.5% |
| 3M | -10.5% | -3.7% | -6.8% | -10.5% |
| 6M | -5.1% | +23.1% | -28.1% | -8.7% |
| YTD | +9.0% | +44.2% | -35.2% | +2.1% |
| 1Y | +8.2% | +62.1% | -53.9% | -0.7% |
| 3Y | +67.8% | +121.1% | -53.4% | +42.5% |
| 5Y | +69.4% | +214.0% | -144.6% | +33.1% |
| 10Y | +117.5% | +472.8% | -355.3% | +46.6% |
| All | +2,954.6% | +1,713.7% | +1,240.8% | +1,793.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling