+74.8%
ENTG vs WEC
+1.8%
+73.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +5.8% |
| 7D | +2.8% | -0.3% | +3.1% | +2.7% |
| 30D | -4.7% | -1.3% | -3.4% | -5.4% |
| 3M | -0.7% | -3.9% | +3.2% | -3.6% |
| 6M | +7.7% | -8.3% | +16.0% | +3.9% |
| YTD | +65.1% | +3.1% | +62.0% | +62.4% |
| 1Y | +74.8% | +1.9% | +72.9% | +78.6% |
| All | +74.8% | +1.8% | +73.0% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling