+1,322.1%
ENTG vs WU
-21.8%
+1,344.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.4% | -5.1% | -4.6% |
| 7D | +15.2% | -2.0% | +17.2% | +16.3% |
| 30D | -3.6% | +11.4% | -15.0% | -11.7% |
| 3M | -10.0% | -6.8% | -3.1% | -8.9% |
| 6M | +1.8% | -14.6% | +16.4% | +5.7% |
| YTD | +75.5% | -20.6% | +96.1% | +89.0% |
| 1Y | +82.4% | -15.4% | +97.8% | +88.7% |
| 3Y | +58.5% | -23.6% | +82.1% | +71.6% |
| 5Y | +0.4% | -43.4% | +43.7% | +27.8% |
| 10Y | +759.6% | -38.8% | +798.4% | +858.7% |
| All | +1,322.1% | -21.8% | +1,344.0% | +1,067.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling