+51.5%
ENTG vs WPM
+273.6%
-222.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.0% |
| 7D | +8.9% | +3.9% | +5.0% | +7.4% |
| 30D | -0.8% | +17.7% | -18.5% | -6.9% |
| 3M | +6.6% | +39.4% | -32.9% | -6.2% |
| 6M | +22.1% | +6.4% | +15.7% | +16.7% |
| YTD | +70.2% | +34.0% | +36.2% | +53.5% |
| 1Y | +76.7% | +50.5% | +26.2% | +54.4% |
| All | +51.5% | +273.6% | -222.1% | -1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling