+250.7%
AEM vs ENTG
+3.6%
+247.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.0% |
| 7D | -5.6% | +22.8% | -28.4% | -8.4% |
| 30D | -3.9% | -4.9% | +1.0% | -3.8% |
| 3M | -3.4% | -4.8% | +1.4% | -3.6% |
| 6M | -9.0% | +5.6% | -14.6% | -11.6% |
| YTD | +5.9% | +82.4% | -76.5% | -3.8% |
| 1Y | +4.0% | +82.9% | -78.9% | -5.8% |
| 3Y | +298.8% | +62.1% | +236.6% | +257.7% |
| 5Y | +250.7% | +4.3% | +246.4% | +192.3% |
| All | +250.7% | +3.6% | +247.2% | +192.3% |
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 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