+764.3%
ENTG vs WCC
+518.6%
+245.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.2% | -0.7% | -2.3% |
| 7D | +5.1% | +1.7% | +3.5% | +4.3% |
| 30D | -8.5% | -6.1% | -2.5% | -5.4% |
| 3M | +6.7% | +3.1% | +3.6% | +6.7% |
| 6M | +17.7% | +28.2% | -10.5% | +5.5% |
| YTD | +63.5% | +41.1% | +22.4% | +40.1% |
| 1Y | +73.6% | +61.3% | +12.3% | +39.3% |
| 3Y | +44.6% | +123.6% | -79.1% | -2.8% |
| 5Y | +16.1% | +214.8% | -198.7% | -33.6% |
| All | +764.3% | +518.6% | +245.7% | +242.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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