+180.3%
WMB vs ENB
+46.5%
+133.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.3% | +1.7% |
| 7D | -13.8% | -5.2% | -8.6% | -10.1% |
| 30D | -10.3% | +2.2% | -12.5% | -11.8% |
| 3M | -10.1% | -8.1% | -2.0% | -3.8% |
| 6M | -11.8% | -11.2% | -0.7% | -3.3% |
| YTD | +8.9% | +2.0% | +7.0% | +6.9% |
| 1Y | +14.0% | +4.1% | +9.9% | +9.9% |
| 3Y | +100.5% | +64.7% | +35.8% | +32.3% |
| All | +180.3% | +46.5% | +133.8% | +101.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling