+1,260.2%
ENTG vs WU
-21.6%
+1,281.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +3.2% |
| 7D | +8.9% | -0.8% | +9.8% | +9.4% |
| 30D | -7.2% | -1.1% | -6.1% | -6.8% |
| 3M | +6.4% | -1.8% | +8.2% | +4.3% |
| 6M | +25.7% | -23.9% | +49.6% | +43.7% |
| YTD | +67.9% | -20.4% | +88.3% | +85.7% |
| 1Y | +72.4% | -10.6% | +82.9% | +75.0% |
| 3Y | +48.4% | -27.7% | +76.2% | +70.0% |
| 5Y | +20.1% | -51.1% | +71.2% | +71.4% |
| 10Y | +768.1% | -40.7% | +808.9% | +918.8% |
| All | +1,260.2% | -21.6% | +1,281.8% | +1,047.0% |
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