+48.4%
ENTG vs WEC
+42.2%
+6.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.9% |
| 7D | +8.9% | +0.8% | +8.1% | +9.1% |
| 30D | -7.2% | +0.3% | -7.6% | -7.2% |
| 3M | +6.4% | -2.9% | +9.3% | +5.6% |
| 6M | +25.7% | -5.9% | +31.6% | +24.4% |
| YTD | +67.9% | +4.1% | +63.7% | +67.3% |
| 1Y | +72.4% | +3.1% | +69.2% | +71.7% |
| 3Y | +48.4% | +40.8% | +7.7% | +52.0% |
| All | +48.4% | +42.2% | +6.2% | +52.0% |
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 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