+1,197.2%
ENTG vs WEC
+2,234.9%
-1,037.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.5% |
| 7D | +2.8% | -0.3% | +3.1% | +2.9% |
| 30D | -4.7% | -1.3% | -3.4% | -4.1% |
| 3M | -0.7% | -3.9% | +3.2% | +0.4% |
| 6M | +7.7% | -8.3% | +16.0% | +11.3% |
| YTD | +65.1% | +3.1% | +62.0% | +60.0% |
| 1Y | +74.8% | +1.9% | +72.9% | +69.7% |
| 3Y | +36.9% | +41.9% | -5.0% | +7.1% |
| 5Y | +16.1% | +30.8% | -14.7% | -6.9% |
| 10Y | +740.3% | +141.9% | +598.4% | +301.0% |
| All | +1,197.2% | +2,234.9% | -1,037.7% | +72.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling