+642.9%
WDC vs ENTG
+757.2%
-114.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.8% | -1.2% | -2.8% |
| 7D | +12.1% | +15.2% | -3.1% | +3.2% |
| 30D | -18.8% | -3.6% | -15.2% | -16.5% |
| 3M | -39.3% | -10.0% | -29.4% | -35.6% |
| 6M | -40.1% | +1.8% | -41.9% | -41.3% |
| YTD | +71.8% | +75.5% | -3.7% | +22.3% |
| 1Y | +88.5% | +82.4% | +6.1% | +30.4% |
| 3Y | +770.0% | +58.5% | +711.5% | +498.6% |
| 5Y | +549.0% | +0.4% | +548.7% | +436.8% |
| All | +642.9% | +757.2% | -114.4% | +65.1% |
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