+769.3%
ENTG vs WU
-38.9%
+808.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.4% | -5.1% | -4.4% |
| 7D | +15.2% | -2.0% | +17.2% | +16.0% |
| 30D | -3.6% | +11.4% | -15.0% | -10.3% |
| 3M | -10.0% | -6.8% | -3.1% | -8.8% |
| 6M | +1.8% | -14.6% | +16.4% | +5.5% |
| YTD | +75.5% | -20.6% | +96.1% | +88.0% |
| 1Y | +82.4% | -15.4% | +97.8% | +88.4% |
| 3Y | +58.5% | -23.6% | +82.1% | +70.9% |
| 5Y | +0.4% | -43.4% | +43.7% | +24.4% |
| All | +769.3% | -38.9% | +808.2% | +858.8% |
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