+306.4%
WM vs ENTG
+748.7%
-442.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.4% | -1.7% |
| 7D | -0.3% | +2.8% | -3.1% | -0.5% |
| 30D | -2.4% | -4.7% | +2.3% | -2.2% |
| 3M | +0.4% | -0.7% | +1.2% | -0.8% |
| 6M | -9.5% | +7.7% | -17.2% | -11.8% |
| YTD | +0.5% | +65.1% | -64.6% | -6.7% |
| 1Y | -1.1% | +74.8% | -75.9% | -9.4% |
| 3Y | +46.0% | +36.9% | +9.1% | +33.2% |
| 5Y | +51.8% | +16.1% | +35.7% | +36.5% |
| All | +306.4% | +748.7% | -442.3% | +144.0% |
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