+124.8%
AAPL vs ENTG
+15.6%
+109.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.9% | +7.5% | +4.4% |
| 7D | -0.5% | +5.1% | -5.6% | -1.8% |
| 30D | +7.1% | -8.5% | +15.6% | +8.7% |
| 3M | +12.1% | +6.7% | +5.4% | +6.1% |
| 6M | +25.4% | +17.7% | +7.7% | +14.0% |
| YTD | +20.5% | +63.5% | -43.0% | -1.7% |
| 1Y | +44.5% | +73.6% | -29.1% | +13.9% |
| 3Y | +85.8% | +44.6% | +41.2% | +43.9% |
| 5Y | +124.8% | +16.1% | +108.6% | +73.6% |
| All | +124.8% | +15.6% | +109.2% | +73.6% |
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