+135.1%
ADI vs ENTG
+21.6%
+113.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | -0.1% |
| 7D | +2.6% | +8.9% | -6.3% | -1.2% |
| 30D | -4.6% | -0.8% | -3.8% | -4.9% |
| 3M | -9.5% | +6.6% | -16.1% | -14.5% |
| 6M | +14.8% | +22.1% | -7.2% | +0.9% |
| YTD | +35.8% | +70.2% | -34.4% | +1.4% |
| 1Y | +48.9% | +76.7% | -27.8% | +7.2% |
| 3Y | +115.6% | +50.5% | +65.1% | +59.1% |
| 5Y | +135.1% | +21.8% | +113.3% | +83.7% |
| All | +135.1% | +21.6% | +113.5% | +83.7% |
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