+58.5%
ENTG vs WWD
+148.2%
-89.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.3% |
| 7D | +15.2% | +4.0% | +11.2% | +12.3% |
| 30D | -3.6% | +0.4% | -4.0% | -3.2% |
| 3M | -10.0% | -7.9% | -2.0% | -3.9% |
| 6M | +1.8% | -10.6% | +12.4% | +10.7% |
| YTD | +75.5% | +9.4% | +66.1% | +66.6% |
| 1Y | +82.4% | +25.7% | +56.7% | +54.7% |
| 3Y | +58.5% | +148.5% | -90.0% | -8.6% |
| All | +58.5% | +148.2% | -89.7% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling