+2,159.5%
WM vs ENTG
+1,131.8%
+1,027.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -2.4% |
| 7D | +1.2% | -17.1% | +18.3% | +3.1% |
| 30D | +13.1% | -23.0% | +36.1% | +15.7% |
| 3M | +3.6% | -10.2% | +13.8% | +3.8% |
| 6M | +8.1% | -17.8% | +25.8% | +7.6% |
| YTD | +8.9% | +52.4% | -43.5% | -0.4% |
| 1Y | +20.3% | +49.8% | -29.5% | +10.0% |
| 3Y | +46.2% | +42.1% | +4.0% | +29.6% |
| 5Y | +59.9% | -10.2% | +70.1% | +45.3% |
| 10Y | +345.6% | +756.0% | -410.4% | +188.5% |
| All | +2,159.5% | +1,131.8% | +1,027.6% | +1,027.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling