+21.8%
ENTG vs WCC
+228.2%
-206.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +2.2% |
| 7D | +8.9% | +6.8% | +2.1% | +4.4% |
| 30D | -0.8% | -3.0% | +2.2% | +1.3% |
| 3M | +6.6% | +0.2% | +6.3% | +7.9% |
| 6M | +22.1% | +33.2% | -11.1% | +3.0% |
| YTD | +70.2% | +45.8% | +24.4% | +35.6% |
| 1Y | +76.7% | +68.4% | +8.3% | +28.2% |
| 3Y | +50.5% | +131.1% | -80.6% | -15.0% |
| 5Y | +21.8% | +225.6% | -203.8% | -48.2% |
| All | +21.8% | +228.2% | -206.4% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling