+65.7%
ENTG vs WY
+0.3%
+65.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +5.6% | -12.1% | -6.5% |
| 7D | -10.3% | +13.3% | -23.7% | -10.8% |
| 30D | -14.4% | +17.6% | -32.0% | -15.8% |
| 3M | -1.1% | -15.0% | +13.9% | +6.5% |
| 6M | +3.0% | -5.9% | +8.9% | +6.9% |
| YTD | +70.1% | -5.7% | +75.8% | +75.3% |
| 1Y | +65.7% | -0.2% | +66.0% | +68.7% |
| All | +65.7% | +0.3% | +65.4% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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