+17.2%
WMB vs ENB
+3.8%
+13.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +1.9% |
| 7D | +1.6% | -1.8% | +3.3% | +3.0% |
| 30D | -7.1% | +2.0% | -9.1% | -8.3% |
| 3M | -4.0% | -5.8% | +1.8% | +0.2% |
| 6M | -5.7% | -9.7% | +4.0% | +1.3% |
| YTD | +17.2% | +4.2% | +13.0% | +16.3% |
| 1Y | +17.2% | +3.2% | +14.0% | +16.5% |
| All | +17.2% | +3.8% | +13.3% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling