+1,055.9%
APH vs ENTG
+748.7%
+307.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | -1.3% |
| 7D | +5.0% | +2.8% | +2.1% | +3.7% |
| 30D | -3.9% | -4.7% | +0.8% | -2.8% |
| 3M | +13.0% | -0.7% | +13.7% | +10.2% |
| 6M | +25.2% | +7.7% | +17.4% | +17.2% |
| YTD | +22.9% | +65.1% | -42.1% | -1.9% |
| 1Y | +47.8% | +74.8% | -27.0% | +13.4% |
| 3Y | +283.0% | +36.9% | +246.1% | +204.6% |
| 5Y | +349.7% | +16.1% | +333.5% | +253.1% |
| All | +1,055.9% | +748.7% | +307.2% | +355.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling