+157.6%
B vs ENTG
+15.6%
+142.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.2% | -8.4% | -3.1% |
| 7D | -1.6% | +2.8% | -4.4% | -2.0% |
| 30D | +9.4% | -4.7% | +14.1% | +10.0% |
| 3M | +5.0% | -0.7% | +5.7% | +3.5% |
| 6M | -3.5% | +7.7% | -11.3% | -6.2% |
| YTD | +4.5% | +65.1% | -60.6% | -3.7% |
| 1Y | +67.8% | +74.8% | -7.0% | +52.8% |
| 3Y | +196.7% | +36.9% | +159.8% | +172.8% |
| All | +157.6% | +15.6% | +142.0% | +128.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling