+0.2%
ENTG vs WPM
+210.4%
-210.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.7% |
| 7D | +15.2% | -3.6% | +18.7% | +16.7% |
| 30D | -3.6% | +1.4% | -5.1% | -4.4% |
| 3M | -10.0% | -0.2% | -9.8% | -10.7% |
| 6M | +1.8% | -7.3% | +9.1% | +3.0% |
| YTD | +75.5% | +12.3% | +63.2% | +66.3% |
| 1Y | +82.4% | +24.9% | +57.5% | +67.3% |
| 3Y | +58.5% | +210.4% | -151.9% | +1.3% |
| All | +0.2% | +210.4% | -210.1% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling