+65.7%
ENTG vs WPM
+38.8%
+26.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +12.0% | -18.5% | -11.9% |
| 7D | -10.3% | +3.9% | -14.2% | -12.3% |
| 30D | -14.4% | -3.5% | -10.9% | -12.9% |
| 3M | -1.1% | +14.1% | -15.2% | -9.2% |
| 6M | +3.0% | +6.2% | -3.3% | -2.2% |
| YTD | +70.1% | +12.4% | +57.7% | +54.3% |
| 1Y | +65.7% | +40.0% | +25.8% | +31.4% |
| All | +65.7% | +38.8% | +26.9% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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