+65.8%
ENTG vs WEC
+62.7%
+3.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.4% | +10.9% | +11.4% |
| 7D | +7.9% | -0.5% | +8.5% | +7.7% |
| 30D | -3.6% | +12.0% | -15.5% | -0.1% |
| 3M | +2.7% | +11.1% | -8.3% | +6.2% |
| 6M | +3.6% | +6.0% | -2.4% | +5.7% |
| YTD | +83.6% | +14.3% | +69.3% | +89.2% |
| 1Y | +84.9% | +8.0% | +76.9% | +89.3% |
| All | +65.8% | +62.7% | +3.1% | +73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling