+302.1%
WMB vs ENB
+103.5%
+198.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +1.6% |
| 7D | +0.8% | -0.5% | +1.3% | +1.2% |
| 30D | +7.7% | -0.2% | +7.9% | +7.9% |
| 3M | +6.7% | -7.5% | +14.2% | +13.6% |
| 6M | +3.6% | -4.1% | +7.8% | +7.2% |
| YTD | +28.0% | +9.8% | +18.2% | +18.0% |
| 1Y | +37.6% | +8.7% | +28.9% | +27.9% |
| 3Y | +149.0% | +79.0% | +70.0% | +51.8% |
| 5Y | +285.3% | +69.1% | +216.2% | +145.2% |
| 10Y | +302.1% | +96.5% | +205.6% | +114.4% |
| All | +302.1% | +103.5% | +198.6% | +114.4% |
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