+285.3%
WMB vs ENTG
+18.8%
+266.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +2.1% |
| 7D | +0.8% | +8.9% | -8.1% | 0.0% |
| 30D | +7.7% | -7.2% | +14.9% | +8.3% |
| 3M | +6.7% | +6.4% | +0.3% | +4.9% |
| 6M | +3.6% | +25.7% | -22.0% | -0.6% |
| YTD | +28.0% | +67.9% | -39.9% | +18.3% |
| 1Y | +37.6% | +72.4% | -34.7% | +26.0% |
| 3Y | +149.0% | +48.4% | +100.6% | +125.0% |
| 5Y | +285.3% | +20.1% | +265.2% | +253.6% |
| All | +285.3% | +18.8% | +266.5% | +253.6% |
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 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