+991.6%
WDC vs ENTG
+21.6%
+970.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.3% | +0.3% |
| 7D | +7.5% | +8.9% | -1.5% | +2.8% |
| 30D | +10.1% | -0.8% | +10.9% | +10.4% |
| 3M | -6.8% | +6.6% | -13.4% | -10.0% |
| 6M | +84.1% | +22.1% | +62.1% | +66.0% |
| YTD | +180.3% | +70.2% | +110.1% | +114.0% |
| 1Y | +411.1% | +76.7% | +334.4% | +278.6% |
| 3Y | +1,375.0% | +50.5% | +1,324.5% | +1,019.0% |
| 5Y | +991.6% | +21.8% | +969.8% | +773.4% |
| All | +991.6% | +21.6% | +970.0% | +773.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling