+51.5%
ENTG vs WY
-23.0%
+74.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.6% |
| 7D | +8.9% | -1.7% | +10.6% | +10.1% |
| 30D | -0.8% | -9.9% | +9.0% | +5.5% |
| 3M | +6.6% | -7.5% | +14.1% | +10.8% |
| 6M | +22.1% | -5.1% | +27.2% | +24.5% |
| YTD | +70.2% | -2.1% | +72.3% | +68.4% |
| 1Y | +76.7% | -7.3% | +84.1% | +81.8% |
| All | +51.5% | -23.0% | +74.4% | +73.8% |
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