+1,359.8%
WDC vs ENB
+79.6%
+1,280.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.4% | +2.1% |
| 7D | +6.0% | -0.5% | +6.5% | +6.0% |
| 30D | +9.9% | -0.2% | +10.1% | +10.0% |
| 3M | -9.4% | -7.5% | -1.9% | -9.2% |
| 6M | +94.7% | -4.1% | +98.9% | +93.6% |
| YTD | +177.4% | +9.8% | +167.6% | +168.5% |
| 1Y | +412.6% | +8.7% | +403.9% | +397.2% |
| 3Y | +1,359.8% | +79.0% | +1,280.8% | +1,116.2% |
| All | +1,359.8% | +79.6% | +1,280.2% | +1,116.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling