+61.3%
WM vs ENTG
+6.7%
+54.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +11.3% | -10.1% | +1.3% |
| 7D | +0.8% | +7.9% | -7.2% | +0.8% |
| 30D | +13.8% | -3.6% | +17.4% | +13.9% |
| 3M | +6.4% | +2.7% | +3.7% | +6.4% |
| 6M | +13.2% | +3.6% | +9.7% | +13.1% |
| YTD | +10.8% | +83.6% | -72.8% | +7.7% |
| 1Y | +20.2% | +84.9% | -64.7% | +16.8% |
| 3Y | +46.5% | +63.2% | -16.8% | +40.3% |
| 5Y | +61.3% | +4.9% | +56.3% | +60.3% |
| All | +61.3% | +6.7% | +54.6% | +60.3% |
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