+95.3%
AAPL vs ENTG
+57.0%
+38.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +0.9% |
| 7D | +4.1% | +15.2% | -11.0% | +2.0% |
| 30D | +4.0% | -3.6% | +7.6% | +3.8% |
| 3M | +16.8% | -10.0% | +26.8% | +17.4% |
| 6M | +19.4% | +1.8% | +17.6% | +14.6% |
| YTD | +31.5% | +75.5% | -44.0% | +9.1% |
| 1Y | +31.0% | +82.4% | -51.4% | +7.1% |
| 3Y | +95.3% | +58.5% | +36.8% | +55.3% |
| All | +95.3% | +57.0% | +38.3% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling