+6.1%
B vs ENTG
+85.6%
-79.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.5% | -3.0% |
| 7D | -6.2% | +22.8% | -29.0% | -10.4% |
| 30D | -6.6% | -4.9% | -1.7% | -6.3% |
| 3M | -7.9% | -4.8% | -3.0% | -8.0% |
| 6M | -16.8% | +5.6% | -22.4% | -22.1% |
| YTD | -11.7% | +82.4% | -94.1% | -25.8% |
| All | +6.1% | +85.6% | -79.6% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling