+280.9%
WMB vs ENB
+102.5%
+178.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +1.9% |
| 7D | +1.6% | -1.8% | +3.3% | +3.1% |
| 30D | -7.1% | +2.0% | -9.1% | -8.5% |
| 3M | -4.0% | -5.8% | +1.8% | +0.9% |
| 6M | -5.7% | -9.7% | +4.0% | +2.4% |
| YTD | +17.2% | +4.2% | +13.0% | +12.8% |
| 1Y | +17.2% | +3.2% | +14.0% | +13.6% |
| 3Y | +121.1% | +70.6% | +50.5% | +40.0% |
| 5Y | +197.2% | +55.1% | +142.0% | +102.8% |
| 10Y | +280.9% | +107.6% | +173.3% | +96.4% |
| All | +280.9% | +102.5% | +178.5% | +96.4% |
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