+15.3%
ENTG vs WPM
+263.6%
-248.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.1% | +0.1% | +1.4% |
| 7D | +1.2% | -0.6% | +1.7% | +1.4% |
| 30D | -12.9% | +14.4% | -27.3% | -17.4% |
| 3M | -3.1% | +37.0% | -40.0% | -14.1% |
| 6M | +21.0% | +4.1% | +16.9% | +17.3% |
| YTD | +67.0% | +31.7% | +35.3% | +50.3% |
| 1Y | +68.6% | +44.2% | +24.5% | +46.8% |
| 3Y | +48.6% | +265.5% | -216.9% | -8.9% |
| All | +15.3% | +263.6% | -248.3% | -36.6% |
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