+59.7%
WM vs ENTG
-10.4%
+70.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -2.1% |
| 7D | +1.2% | -17.1% | +18.3% | +1.1% |
| 30D | +13.1% | -23.0% | +36.1% | +13.0% |
| 3M | +3.6% | -10.2% | +13.8% | +3.5% |
| 6M | +8.1% | -17.8% | +25.8% | +8.0% |
| YTD | +8.9% | +52.4% | -43.5% | +5.8% |
| 1Y | +20.3% | +49.8% | -29.5% | +16.9% |
| 3Y | +46.2% | +42.1% | +4.0% | +39.5% |
| All | +59.7% | -10.4% | +70.1% | +56.7% |
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