+355.9%
APH vs ENTG
+15.6%
+340.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | -1.1% |
| 7D | +5.0% | +2.8% | +2.1% | +3.8% |
| 30D | -3.9% | -4.7% | +0.8% | -2.8% |
| 3M | +13.0% | -0.7% | +13.7% | +10.6% |
| 6M | +25.2% | +7.7% | +17.4% | +18.0% |
| YTD | +22.9% | +65.1% | -42.1% | +0.4% |
| 1Y | +47.8% | +74.8% | -27.0% | +16.5% |
| 3Y | +283.0% | +36.9% | +246.1% | +213.7% |
| All | +355.9% | +15.6% | +340.3% | +272.6% |
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