+196.6%
B vs ENTG
+48.2%
+148.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.9% |
| 7D | +1.0% | +8.9% | -7.9% | -0.6% |
| 30D | +9.5% | -0.8% | +10.3% | +9.3% |
| 3M | +14.3% | +6.6% | +7.8% | +10.7% |
| 6M | -1.9% | +22.1% | -24.0% | -7.2% |
| YTD | +4.1% | +70.2% | -66.1% | -6.2% |
| 1Y | +56.1% | +76.7% | -20.6% | +39.0% |
| All | +196.6% | +48.2% | +148.4% | +164.7% |
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