+58.5%
ENTG vs WST
+24.3%
+34.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.2% | -5.0% | -4.1% |
| 7D | +15.2% | +4.2% | +11.0% | +14.2% |
| 30D | -3.6% | +11.2% | -14.9% | -5.6% |
| 3M | -10.0% | +20.4% | -30.3% | -13.3% |
| 6M | +1.8% | +37.9% | -36.1% | -4.6% |
| YTD | +75.5% | +51.8% | +23.7% | +60.5% |
| 1Y | +82.4% | +56.6% | +25.8% | +66.0% |
| 3Y | +58.5% | +24.2% | +34.3% | +25.1% |
| All | +58.5% | +24.3% | +34.2% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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