+298.2%
WBD vs ENB
+773.3%
-475.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | 0.0% |
| 7D | -1.8% | -0.2% | -1.6% | -1.7% |
| 30D | +8.8% | -2.2% | +11.0% | +9.9% |
| 3M | +4.6% | -10.5% | +15.1% | +10.4% |
| 6M | +1.1% | -5.1% | +6.1% | +3.2% |
| YTD | -2.0% | +9.0% | -10.9% | -7.2% |
| 1Y | +140.0% | +8.2% | +131.8% | +127.9% |
| 3Y | +144.4% | +67.8% | +76.6% | +84.9% |
| 5Y | -0.2% | +69.4% | -69.6% | -24.6% |
| 10Y | +9.1% | +117.5% | -108.4% | -31.5% |
| All | +298.2% | +773.3% | -475.1% | +17.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling