+69.4%
ENB vs WU
-51.4%
+120.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | -0.3% | -4.9% | +4.6% | +0.3% |
| 30D | -1.1% | -1.3% | +0.2% | -1.0% |
| 3M | -8.5% | -3.6% | -4.9% | -8.5% |
| 6M | -4.5% | -24.3% | +19.8% | -1.2% |
| YTD | +9.1% | -21.1% | +30.2% | +11.9% |
| 1Y | +8.0% | -10.3% | +18.3% | +7.8% |
| 3Y | +77.8% | -28.4% | +106.2% | +83.6% |
| 5Y | +69.4% | -51.2% | +120.6% | +87.5% |
| All | +69.4% | -51.4% | +120.8% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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