+73.6%
ENTG vs WU
-11.2%
+84.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.8% |
| 7D | +5.1% | -5.0% | +10.1% | +6.3% |
| 30D | -8.5% | -2.3% | -6.3% | -8.2% |
| 3M | +6.7% | -3.2% | +9.9% | +4.1% |
| 6M | +17.7% | -25.0% | +42.8% | +24.2% |
| YTD | +63.5% | -21.7% | +85.1% | +70.3% |
| 1Y | +73.6% | -9.0% | +82.5% | +67.6% |
| All | +73.6% | -11.2% | +84.7% | +67.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling