+328.7%
WM vs ENTG
+810.6%
-481.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.4% | -9.3% | -0.4% |
| 7D | -0.5% | -7.6% | +7.1% | -0.1% |
| 30D | +13.3% | -15.5% | +28.8% | +14.2% |
| 3M | +4.4% | -7.8% | +12.2% | +4.3% |
| 6M | +10.8% | -5.9% | +16.8% | +9.4% |
| YTD | +9.1% | +66.7% | -57.7% | +0.7% |
| 1Y | +19.1% | +62.1% | -43.0% | +10.2% |
| 3Y | +45.7% | +56.3% | -10.6% | +30.0% |
| 5Y | +60.4% | -3.8% | +64.3% | +49.5% |
| 10Y | +328.7% | +770.1% | -441.3% | +153.1% |
| All | +328.7% | +810.6% | -481.9% | +153.1% |
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