-0.5%
AGG vs ENTG
+63.3%
-63.8%
-5.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +6.9% | +0.5% |
| 7D | +0.5% | -10.3% | +10.8% | +0.6% |
| 30D | +2.4% | -14.4% | +16.7% | +2.6% |
| 3M | -1.0% | -1.1% | +0.1% | -1.1% |
| 6M | -0.9% | +3.0% | -3.9% | -1.3% |
| YTD | -0.9% | +70.1% | -71.0% | -1.8% |
| 1Y | -0.5% | +65.7% | -66.2% | -1.4% |
| All | -0.5% | +63.3% | -63.8% | -1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling