+76.7%
ENTG vs WEC
+2.5%
+74.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.0% |
| 7D | +8.9% | +0.4% | +8.5% | +9.1% |
| 30D | -0.8% | +0.9% | -1.7% | -0.2% |
| 3M | +6.6% | -5.3% | +11.9% | +3.1% |
| 6M | +22.1% | -6.6% | +28.7% | +17.9% |
| YTD | +70.2% | +3.3% | +66.9% | +67.6% |
| 1Y | +76.7% | +2.1% | +74.6% | +81.6% |
| All | +76.7% | +2.5% | +74.2% | +81.6% |
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