+190.2%
WMB vs ENTG
-3.9%
+194.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +9.4% | -5.7% | +2.7% |
| 7D | -6.7% | -7.6% | +0.9% | -6.0% |
| 30D | -8.6% | -15.5% | +6.9% | -7.3% |
| 3M | -4.9% | -7.8% | +2.9% | -4.6% |
| 6M | -6.3% | -5.9% | -0.4% | -7.0% |
| YTD | +13.0% | +66.7% | -53.8% | +4.2% |
| 1Y | +14.9% | +62.1% | -47.2% | +6.2% |
| 3Y | +113.4% | +56.3% | +57.1% | +91.0% |
| 5Y | +190.2% | -3.8% | +194.0% | +172.2% |
| All | +190.2% | -3.9% | +194.0% | +172.2% |
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