+298.1%
APP vs ENTG
-0.3%
+298.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.8% | +7.7% | +5.6% |
| 7D | +4.6% | +15.2% | -10.6% | -2.4% |
| 30D | +56.0% | -3.6% | +59.7% | +53.0% |
| 3M | +30.8% | -10.0% | +40.8% | +30.2% |
| 6M | -9.8% | +1.8% | -11.6% | -22.0% |
| YTD | -39.3% | +75.5% | -114.8% | -64.3% |
| 1Y | -26.4% | +82.4% | -108.8% | -58.1% |
| 3Y | +887.9% | +58.5% | +829.4% | +429.7% |
| All | +298.1% | -0.3% | +298.3% | +188.6% |
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