+391.7%
APP vs ENTG
+19.0%
+372.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.2% | -3.9% | -0.9% |
| 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% | -46.8% |
| 6M | -33.6% | +7.7% | -41.3% | -43.6% |
| YTD | -52.4% | +65.1% | -117.5% | -69.5% |
| 1Y | -35.9% | +74.8% | -110.7% | -61.9% |
| 3Y | +642.2% | +36.9% | +605.3% | +365.3% |
| 5Y | +311.1% | +16.1% | +295.0% | +191.4% |
| All | +391.7% | +19.0% | +372.6% | +230.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling