+292.6%
APP vs ENTG
-10.4%
+303.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.6% | +7.3% | +8.7% |
| 7D | +71.2% | -17.1% | +88.3% | +82.9% |
| 30D | +39.1% | -23.0% | +62.1% | +52.4% |
| 3M | +16.5% | -10.2% | +26.8% | +14.8% |
| 6M | -16.6% | -17.8% | +1.2% | -19.7% |
| YTD | -41.9% | +52.4% | -94.3% | -63.7% |
| 1Y | -37.0% | +49.8% | -86.8% | -60.4% |
| 3Y | +892.4% | +42.1% | +850.3% | +452.2% |
| All | +292.6% | -10.4% | +303.0% | +222.1% |
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