+4,666.7%
WMB vs ENB
+11,039.2%
-6,372.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.3% | +1.2% |
| 7D | -13.8% | -5.2% | -8.6% | -11.0% |
| 30D | -10.3% | +2.2% | -12.5% | -11.4% |
| 3M | -10.1% | -8.1% | -2.0% | -5.4% |
| 6M | -11.8% | -11.2% | -0.7% | -5.4% |
| YTD | +8.9% | +2.0% | +7.0% | +7.6% |
| 1Y | +14.0% | +4.1% | +9.9% | +11.2% |
| 3Y | +100.5% | +64.7% | +35.8% | +49.2% |
| 5Y | +179.5% | +46.6% | +132.9% | +123.2% |
| 10Y | +272.7% | +102.7% | +170.1% | +148.9% |
| All | +4,666.7% | +11,039.2% | -6,372.5% | +1,562.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling