+5,376.0%
WMB vs ENB
+11,799.4%
-6,423.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.6% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | +3.3% | -2.2% | +5.5% | +4.7% |
| 3M | +3.1% | -10.5% | +13.6% | +10.1% |
| 6M | -0.7% | -5.1% | +4.4% | +2.4% |
| YTD | +25.2% | +9.0% | +16.2% | +18.8% |
| 1Y | +32.9% | +8.2% | +24.7% | +26.7% |
| 3Y | +140.6% | +67.8% | +72.8% | +76.6% |
| 5Y | +273.5% | +69.4% | +204.1% | +174.0% |
| 10Y | +334.2% | +117.5% | +216.7% | +177.8% |
| All | +5,376.0% | +11,799.4% | -6,423.3% | +1,736.0% |
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