+333.0%
APP vs ENTG
+15.6%
+317.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.2% | -3.9% | -1.0% |
| 7D | +0.9% | +2.8% | -2.0% | -0.7% |
| 30D | -23.3% | -4.7% | -18.6% | -22.3% |
| 3M | -42.6% | -0.7% | -41.9% | -46.9% |
| 6M | -33.6% | +7.7% | -41.3% | -43.8% |
| YTD | -52.4% | +65.1% | -117.5% | -69.8% |
| 1Y | -35.9% | +74.8% | -110.7% | -62.3% |
| 3Y | +642.2% | +36.9% | +605.3% | +359.5% |
| All | +333.0% | +15.6% | +317.3% | +205.3% |
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