+208.6%
B vs ENTG
+753.2%
-544.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.1% | -5.0% | -6.0% |
| 7D | +7.1% | -9.3% | +16.4% | +8.3% |
| 30D | -3.3% | -16.4% | +13.0% | -1.4% |
| 3M | -2.5% | -3.8% | +1.3% | -2.8% |
| 6M | -7.2% | -6.9% | -0.3% | -8.1% |
| YTD | -7.4% | +65.0% | -72.3% | -14.6% |
| 1Y | +16.4% | +61.7% | -45.3% | +7.4% |
| 3Y | +178.7% | +46.6% | +132.1% | +154.3% |
| 5Y | +121.7% | -2.7% | +124.4% | +103.4% |
| 10Y | +208.6% | +743.3% | -534.7% | +136.7% |
| All | +208.6% | +753.2% | -544.6% | +136.7% |
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