+198.7%
B vs ENTG
+47.4%
+151.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.1% | -1.8% |
| 7D | +2.3% | +8.9% | -6.6% | +0.7% |
| 30D | +1.4% | -7.2% | +8.6% | +2.5% |
| 3M | +12.2% | +6.4% | +5.8% | +8.7% |
| 6M | -2.1% | +25.7% | -27.8% | -7.9% |
| YTD | +2.9% | +67.9% | -64.9% | -7.0% |
| 1Y | +55.3% | +72.4% | -17.1% | +38.8% |
| 3Y | +198.7% | +48.4% | +150.3% | +167.7% |
| All | +198.7% | +47.4% | +151.3% | +167.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling