+415.3%
ASX vs ENTG
-10.4%
+425.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +5.1% |
| 7D | -19.9% | -17.1% | -2.8% | -10.8% |
| 30D | -30.9% | -23.0% | -7.9% | -19.9% |
| 3M | -15.1% | -10.2% | -4.9% | -9.4% |
| 6M | -6.5% | -17.8% | +11.3% | +3.7% |
| YTD | +98.4% | +52.4% | +46.1% | +61.8% |
| 1Y | +107.9% | +49.8% | +58.1% | +70.0% |
| 3Y | +325.3% | +42.1% | +283.1% | +237.5% |
| All | +415.3% | -10.4% | +425.7% | +405.8% |
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 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