+1,228.2%
WDC vs ENTG
+778.5%
+449.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.9% | -0.5% | -2.1% |
| 7D | +4.4% | +5.1% | -0.7% | +1.5% |
| 30D | +5.3% | -8.5% | +13.8% | +10.8% |
| 3M | -5.9% | +6.7% | -12.6% | -10.0% |
| 6M | +73.2% | +17.7% | +55.5% | +56.3% |
| YTD | +167.8% | +63.5% | +104.4% | +99.2% |
| 1Y | +386.0% | +73.6% | +312.4% | +243.4% |
| 3Y | +1,309.7% | +44.6% | +1,265.2% | +918.5% |
| 5Y | +957.1% | +16.1% | +941.0% | +680.4% |
| All | +1,228.2% | +778.5% | +449.6% | +205.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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