+930.0%
APH vs ENTG
+757.2%
+172.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.8% | +2.0% | -0.4% |
| 7D | +4.9% | +15.2% | -10.3% | -0.7% |
| 30D | -5.4% | -3.6% | -1.8% | -4.6% |
| 3M | -5.5% | -10.0% | +4.5% | -2.7% |
| 6M | +25.9% | +1.8% | +24.1% | +20.9% |
| YTD | +16.4% | +75.5% | -59.1% | -9.8% |
| 1Y | +16.5% | +82.4% | -65.9% | -11.4% |
| 3Y | +270.9% | +58.5% | +212.3% | +178.4% |
| 5Y | +289.5% | +0.4% | +289.1% | +225.2% |
| All | +930.0% | +757.2% | +172.8% | +284.8% |
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