+782.9%
ENTG vs WY
+7.6%
+775.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.8% | +2.0% |
| 7D | +1.2% | -4.2% | +5.3% | +3.7% |
| 30D | -12.9% | -10.1% | -2.8% | -7.4% |
| 3M | -3.1% | -8.5% | +5.4% | +1.0% |
| 6M | +21.0% | -3.3% | +24.3% | +22.0% |
| YTD | +67.0% | -4.4% | +71.4% | +68.6% |
| 1Y | +68.6% | -11.5% | +80.1% | +77.7% |
| 3Y | +48.6% | -24.3% | +73.0% | +71.1% |
| 5Y | +18.6% | -21.3% | +39.9% | +37.1% |
| All | +782.9% | +7.6% | +775.4% | +735.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling