+58.5%
ENTG vs WY
-23.6%
+82.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -4.6% |
| 7D | +15.2% | -0.8% | +16.0% | +15.6% |
| 30D | -3.6% | +10.1% | -13.7% | -9.7% |
| 3M | -10.0% | -15.4% | +5.4% | -1.5% |
| 6M | +1.8% | -8.3% | +10.1% | +4.4% |
| YTD | +75.5% | -9.8% | +85.3% | +80.5% |
| 1Y | +82.4% | -3.9% | +86.3% | +78.5% |
| 3Y | +58.5% | -23.3% | +81.8% | +74.2% |
| All | +58.5% | -23.6% | +82.1% | +74.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling