+1,309.1%
WDC vs ENB
+98.3%
+1,210.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.4% |
| 7D | +7.5% | -0.3% | +7.8% | +7.6% |
| 30D | +10.1% | -1.1% | +11.1% | +10.7% |
| 3M | -6.8% | -8.5% | +1.6% | -2.7% |
| 6M | +84.1% | -4.5% | +88.7% | +86.9% |
| YTD | +180.3% | +9.1% | +171.2% | +160.5% |
| 1Y | +411.1% | +8.0% | +403.1% | +376.1% |
| 3Y | +1,375.0% | +77.8% | +1,297.2% | +877.5% |
| 5Y | +991.6% | +69.4% | +922.2% | +648.4% |
| 10Y | +1,309.1% | +100.5% | +1,208.6% | +726.6% |
| All | +1,309.1% | +98.3% | +1,210.8% | +726.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling