+46.5%
WM vs ENTG
+64.3%
-17.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +11.3% | -10.1% | +1.8% |
| 7D | +0.8% | +7.9% | -7.2% | +1.2% |
| 30D | +13.8% | -3.6% | +17.4% | +14.0% |
| 3M | +6.4% | +2.7% | +3.7% | +7.0% |
| 6M | +13.2% | +3.6% | +9.7% | +14.3% |
| YTD | +10.8% | +83.6% | -72.8% | +11.2% |
| 1Y | +20.2% | +84.9% | -64.7% | +20.6% |
| All | +46.5% | +64.3% | -17.7% | +43.6% |
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