+37,477.7%
AAPL vs ENTG
+1,234.5%
+36,243.2%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.2% | -8.7% | -4.0% |
| 7D | +0.1% | +2.8% | -2.7% | -0.7% |
| 30D | +3.0% | -4.7% | +7.7% | +3.5% |
| 3M | +2.9% | -0.7% | +3.6% | -0.6% |
| 6M | +22.1% | +7.7% | +14.4% | +14.4% |
| YTD | +18.0% | +65.1% | -47.1% | -1.6% |
| 1Y | +33.9% | +74.8% | -40.9% | +8.7% |
| 3Y | +71.2% | +36.9% | +34.3% | +41.4% |
| 5Y | +112.6% | +16.1% | +96.5% | +75.5% |
| 10Y | +1,198.8% | +740.3% | +458.4% | +558.6% |
| All | +37,477.7% | +1,234.5% | +36,243.2% | +11,162.4% |
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