+91.2%
AEP vs ENTG
+57.0%
+34.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +4.0% | +0.1% |
| 7D | +2.9% | +15.2% | -12.3% | +3.2% |
| 30D | +3.2% | -3.6% | +6.8% | +3.2% |
| 3M | +3.8% | -10.0% | +13.8% | +3.7% |
| 6M | +2.5% | +1.8% | +0.7% | +2.9% |
| YTD | +15.5% | +75.5% | -60.0% | +18.2% |
| 1Y | +9.6% | +82.4% | -72.8% | +12.5% |
| 3Y | +91.2% | +58.5% | +32.7% | +80.2% |
| All | +91.2% | +57.0% | +34.2% | +80.2% |
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