+769.3%
ENTG vs WAB
+266.7%
+502.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -2.9% | -3.2% |
| 7D | +15.2% | +5.1% | +10.1% | +11.6% |
| 30D | -3.6% | +4.0% | -7.6% | -5.4% |
| 3M | -10.0% | +0.1% | -10.0% | -9.1% |
| 6M | +1.8% | +12.8% | -11.0% | -4.7% |
| YTD | +75.5% | +40.1% | +35.4% | +44.4% |
| 1Y | +82.4% | +46.4% | +36.0% | +46.3% |
| 3Y | +58.5% | +167.4% | -108.9% | -7.7% |
| 5Y | +0.4% | +215.0% | -214.7% | -45.5% |
| All | +769.3% | +266.7% | +502.6% | +271.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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