+283.3%
WMB vs ENB
+108.4%
+174.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.4% |
| 7D | +8.1% | 0.0% | +8.1% | +8.1% |
| 30D | -6.9% | +1.4% | -8.2% | -7.8% |
| 3M | -5.1% | -5.2% | +0.1% | -0.8% |
| 6M | -5.7% | -9.9% | +4.2% | +2.7% |
| YTD | +18.1% | +4.7% | +13.4% | +13.3% |
| 1Y | +18.4% | +2.8% | +15.6% | +15.3% |
| 3Y | +122.7% | +71.3% | +51.4% | +40.5% |
| 5Y | +202.0% | +58.6% | +143.4% | +102.3% |
| All | +283.3% | +108.4% | +174.9% | +92.8% |
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