+211.9%
B vs ENTG
+786.9%
-575.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.9% |
| 7D | +1.0% | +8.9% | -7.9% | -0.2% |
| 30D | +9.5% | -0.8% | +10.3% | +9.4% |
| 3M | +14.3% | +6.6% | +7.8% | +11.9% |
| 6M | -1.9% | +22.1% | -24.0% | -5.7% |
| YTD | +4.1% | +70.2% | -66.1% | -3.9% |
| 1Y | +56.1% | +76.7% | -20.6% | +42.9% |
| 3Y | +202.0% | +50.5% | +151.5% | +175.9% |
| 5Y | +158.8% | +21.8% | +137.0% | +132.8% |
| 10Y | +211.9% | +811.7% | -599.8% | +143.5% |
| All | +211.9% | +786.9% | -575.0% | +143.5% |
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