+842.6%
ASX vs ENTG
+810.6%
+32.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.4% | -0.8% | +3.8% |
| 7D | -12.3% | -7.6% | -4.7% | -7.8% |
| 30D | -26.0% | -15.5% | -10.5% | -18.5% |
| 3M | -8.1% | -7.8% | -0.3% | -3.4% |
| 6M | +1.4% | -5.9% | +7.3% | +5.1% |
| YTD | +115.6% | +66.7% | +48.8% | +68.0% |
| 1Y | +128.0% | +62.1% | +65.9% | +79.2% |
| 3Y | +371.4% | +56.3% | +315.1% | +255.9% |
| 5Y | +469.4% | -3.8% | +473.2% | +405.3% |
| 10Y | +842.6% | +770.1% | +72.6% | +302.0% |
| All | +842.6% | +810.6% | +32.1% | +302.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling