+216.9%
B vs ENTG
+790.9%
-574.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.5% | -3.0% |
| 7D | -6.2% | +22.8% | -29.0% | -8.9% |
| 30D | -6.6% | -4.9% | -1.7% | -6.5% |
| 3M | -7.9% | -4.8% | -3.0% | -8.0% |
| 6M | -16.8% | +5.6% | -22.4% | -19.1% |
| YTD | -11.7% | +82.4% | -94.1% | -19.8% |
| 1Y | +3.5% | +82.9% | -79.4% | -6.3% |
| 3Y | +165.7% | +62.1% | +103.6% | +138.6% |
| 5Y | +108.4% | +4.3% | +104.1% | +88.9% |
| All | +216.9% | +790.9% | -574.0% | +120.0% |
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