+764.3%
ENTG vs WU
-39.5%
+803.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.6% |
| 7D | +5.1% | -5.0% | +10.1% | +7.9% |
| 30D | -8.5% | -2.3% | -6.3% | -7.6% |
| 3M | +6.7% | -3.2% | +9.9% | +5.5% |
| 6M | +17.7% | -25.0% | +42.8% | +33.5% |
| YTD | +63.5% | -21.7% | +85.1% | +80.2% |
| 1Y | +73.6% | -9.0% | +82.5% | +73.7% |
| 3Y | +44.6% | -28.9% | +73.4% | +64.6% |
| 5Y | +16.1% | -51.0% | +67.1% | +58.2% |
| All | +764.3% | -39.5% | +803.7% | +869.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling