+4.2%
WBD vs ENB
+68.4%
-64.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.3% |
| 7D | -1.7% | -0.3% | -1.4% | -1.5% |
| 30D | +3.9% | -1.1% | +4.9% | +4.5% |
| 3M | +5.1% | -8.5% | +13.5% | +11.5% |
| 6M | +0.6% | -4.5% | +5.1% | +2.8% |
| YTD | -3.2% | +9.1% | -12.2% | -11.7% |
| 1Y | +127.7% | +8.0% | +119.7% | +109.3% |
| 3Y | +146.6% | +77.8% | +68.7% | +45.2% |
| 5Y | +4.2% | +69.4% | -65.2% | -36.6% |
| All | +4.2% | +68.4% | -64.3% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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