+764.3%
ENTG vs WEC
+146.6%
+617.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.2% | -3.8% |
| 7D | +5.1% | -1.3% | +6.4% | +5.4% |
| 30D | -8.5% | -0.4% | -8.1% | -8.5% |
| 3M | +6.7% | -6.8% | +13.5% | +8.1% |
| 6M | +17.7% | -6.4% | +24.1% | +18.8% |
| YTD | +63.5% | +2.5% | +61.0% | +61.1% |
| 1Y | +73.6% | -0.4% | +74.0% | +72.1% |
| 3Y | +44.6% | +38.5% | +6.0% | +28.9% |
| 5Y | +16.1% | +31.7% | -15.6% | +4.5% |
| All | +764.3% | +146.6% | +617.7% | +674.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling