+46.0%
WM vs ENTG
+37.4%
+8.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.4% | -1.0% |
| 7D | -0.3% | +2.8% | -3.1% | -0.2% |
| 30D | -2.4% | -4.7% | +2.3% | -2.5% |
| 3M | +0.4% | -0.7% | +1.2% | +0.7% |
| 6M | -9.5% | +7.7% | -17.2% | -9.2% |
| YTD | +0.5% | +65.1% | -64.6% | +0.4% |
| 1Y | -1.1% | +74.8% | -75.9% | -1.4% |
| All | +46.0% | +37.4% | +8.6% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling